LBMC Investment Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

LBMC Investment Advisors’s Portfolio BSJR Stock Details BSJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.59M	Buy	71,087 +33	+0%	+$740	0.09%	92
2026 Q1	$1.59M	Buy	+71,054	New	+$1.6M	0.1%	85

Other funds holding BSJR

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LBMC Investment Advisors's BSJR Position: Q2 2026 in Review

LBMC Investment Advisors increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 0.05% in Q2 2026, buying an estimated $740 and bringing the position to 71,087 shares worth $1.59M. The position accounts for 0.09% of the portfolio, ranked #92.

LBMC Investment Advisors first reported a position in BSJR in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.59M in Q1 2026. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

LBMC Investment Advisors held 71,087 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $1.59M as of Q2 2026.
LBMC Investment Advisors bought 33 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $740.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.09% of LBMC Investment Advisors's portfolio in Q2 2026, its #92 holding.
LBMC Investment Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
LBMC Investment Advisors's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $1.59M in Q1 2026.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.