Leo Wealth LLC’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Leo Wealth LLC’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 Q1	$948K	Buy	42,385 +318	+0.8%	+$7.17K	0.07%	189
2025 Q4	$951K	Buy	+42,067	New	+$952K	0.07%	189
2025 Q3	–	Sell	-23,216	Closed	-$527K	–	302
2025 Q2	$527K	Buy	+23,216	New	+$521K	0.04%	225
2025 Q1	–	Sell	-13,110	Closed	-$294K	–	283
2024 Q4	$294K	Buy	+13,110	New	+$296K	0.03%	294

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

LFG

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

ATPW

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

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

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

Leo Wealth LLC's BSJR Position: Q1 2026 in Review

Leo Wealth LLC increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 0.76% in Q1 2026, buying an estimated $7.17K and bringing the position to 42,385 shares worth $948K. The position accounts for 0.07% of the portfolio, ranked #189.

Leo Wealth LLC first reported a position in BSJR in Q4 2024 and has held it in 4 quarters since. The position peaked at $951K in Q4 2025. 169 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

Leo Wealth LLC held 42,385 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $948K as of Q1 2026.
Leo Wealth LLC bought 318 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $7.17K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.07% of Leo Wealth LLC's portfolio in Q1 2026, its #189 holding.
Leo Wealth LLC first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
Leo Wealth LLC's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $951K in Q4 2025.
169 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.