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

Livet Wealth’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 Q3	$222K	Buy	+10,028	New	+$224K	0.12%	103

Other funds holding BSJR

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

AIS

Altium Investment Strategies Wesley Chapel, Florida $87.4M AUM

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Verity Asset Management Durham, North Carolina $259M AUM 21.69% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

SFE Investment Counsel Los Angeles, California $747M AUM 27.5% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Livet Wealth's BSJR Position: Q3 2026 in Review

Livet Wealth opened a new position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q3 2026: 10,028 shares worth $222K. The stake represents 0.12% of the portfolio and ranks #103 among its holdings.

70 funds tracked by Wall St. Rank hold BSJR as of Q3 2026.

Livet Wealth held 10,028 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $222K as of Q3 2026.
Invesco BulletShares 2027 High Yield Corporate Bond ETF was a new Livet Wealth position in Q3 2026.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.12% of Livet Wealth's portfolio in Q3 2026, its #103 holding.
70 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2026.

Based on Livet Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.