LPL Financial
BSJR icon

LPL Financial’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

LPL Financial’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 		$47.5M Buy
2,124,675
+148,200
+7% +$3.32M 0.01% 1029
2026
Q1 		$44.2M Buy
1,976,475
+116,522
+6% +$2.63M 0.01% 977
2025
Q4 		$42.1M Buy
1,859,953
+413,913
+29% +$9.37M 0.01% 960
2025
Q3 		$32.9M Buy
1,446,040
+357,139
+33% +$8.11M 0.01% 1053
2025
Q2 		$24.7M Buy
1,088,901
+211,112
+24% +$4.74M 0.01% 1120
2025
Q1 		$19.7M Buy
877,789
+196,294
+29% +$4.43M 0.01% 1160
2024
Q4 		$15.3M Buy
681,495
+48,626
+8% +$1.1M 0.01% 1241
2024
Q3 		$14.4M Buy
632,869
+265,214
+72% +$5.95M 0.01% 1222
2024
Q2 		$8.12M Sell
367,655
-24,350
-6% -$538K ﹤0.01% 1502
2024
Q1 		$8.72M Buy
392,005
+74,170
+23% +$1.65M ﹤0.01% 1429
2023
Q4 		$7.11M Buy
317,835
+88,197
+38% +$1.91M ﹤0.01% 1460
2023
Q3 		$4.92M Buy
229,638
+45,603
+25% +$986K ﹤0.01% 1606
2023
Q2 		$3.98M Buy
184,035
+32,562
+21% +$704K ﹤0.01% 1719
2023
Q1 		$3.31M Buy
151,473
+108,067
+249% +$2.35M ﹤0.01% 1785
2022
Q4 		$928K Buy
43,406
+5,673
+15% +$121K ﹤0.01% 2709
2022
Q3 		$773K Buy
37,733
+13,541
+56% +$295K ﹤0.01% 2737
2022
Q2 		$511K Buy
24,192
+1,383
+6% +$31.3K ﹤0.01% 3179
2022
Q1 		$548K Sell
22,809
-37,024
-62% -$905K ﹤0.01% 3128
2021
Q4 		$1.52M Buy
59,833
+38,787
+184% +$985K ﹤0.01% 2301
2021
Q3 		$538K Buy
21,046
+8,355
+66% +$214K ﹤0.01% 3153
2021
Q2 		$326K Buy
+12,691
New +$324K ﹤0.01% 3525

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial's BSJR Position: Q2 2026 in Review

LPL Financial increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 7.5% in Q2 2026, buying an estimated $3.32M and bringing the position to 2,124,675 shares worth $47.5M. The position accounts for 0.01% of the portfolio, ranked #1029.

LPL Financial first reported a position in BSJR in Q2 2021 and has held it in 21 quarters since. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • LPL Financial held 2,124,675 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $47.5M as of Q2 2026.
  • LPL Financial bought 148,200 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $3.32M.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1029 holding.
  • LPL Financial first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • 165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.