Legacy Financial Group (Iowa)’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Legacy Financial Group (Iowa)’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	$1.6M	Buy	71,490 +1,692	+2%	+$37.9K	0.18%	58
2026 Q1	$1.56M	Sell	69,798 -300	-0.4%	-$6.76K	0.2%	55
2025 Q4	$1.58M	Buy	70,098 +5,729	+9%	+$130K	0.2%	53
2025 Q3	$1.46M	Sell	64,369 -3,183	-5%	-$72.3K	0.19%	50
2025 Q2	$1.53M	Buy	67,552 +1,797	+3%	+$40.4K	0.21%	50
2025 Q1	$1.47M	Buy	65,755 +2,308	+4%	+$52.1K	0.23%	47
2024 Q4	$1.42M	Buy	63,447 +7,169	+13%	+$162K	0.23%	46
2024 Q3	$1.28M	Buy	56,278 +8,745	+18%	+$196K	0.25%	40
2024 Q2	$1.05M	Buy	47,533 +22,936	+93%	+$507K	0.21%	49
2024 Q1	$547K	Buy	+24,597	New	+$548K	0.11%	65
2023 Q4	–	Sell	-14,230	Closed	-$305K	–	89
2023 Q3	$305K	Buy	+14,230	New	+$308K	0.07%	76
2023 Q2	–	Sell	-12,021	Closed	-$263K	–	49
2023 Q1	$263K	Buy	12,021 +229	+2%	+$4.97K	0.07%	46
2022 Q4	$252K	Hold	11,792	–	–	0.08%	43
2022 Q3	$242K	Hold	11,792	–	–	0.08%	35
2022 Q2	$249K	Hold	11,792	–	–	0.08%	40
2022 Q1	$283K	Sell	11,792 -1,572	-12%	-$38.4K	0.08%	44
2021 Q4	$336K	Buy	+13,364	New	+$339K	0.14%	32

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

Legacy Financial Group (Iowa)'s BSJR Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 2.4% in Q2 2026, buying an estimated $37.9K and bringing the position to 71,490 shares worth $1.6M. The position accounts for 0.18% of the portfolio, ranked #58.

Legacy Financial Group (Iowa) first reported a position in BSJR in Q4 2021 and has held it in 17 quarters since. 166 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Legacy Financial Group (Iowa) held 71,490 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $1.6M as of Q2 2026.
Legacy Financial Group (Iowa) bought 1,692 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $37.9K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.18% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #58 holding.
Legacy Financial Group (Iowa) first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2021 and has held it in 17 quarters since.
166 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.