Mariner
BSJR icon

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

Mariner’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 		$1.74M Sell
77,706
-55,752
-42% -$1.26M ﹤0.01% 1601
2025
Q4 		$3.02M Buy
133,458
+16,833
+14% +$381K ﹤0.01% 1271
2025
Q3 		$2.65M Buy
+116,625
New +$2.65M ﹤0.01% 1262

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Mariner's BSJR Position: Q1 2026 in Review

Mariner reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 42% in Q1 2026, selling an estimated $1.26M and leaving 77,706 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Mariner first reported a position in BSJR in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.02M in Q4 2025. 168 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

  • Mariner held 77,706 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $1.74M as of Q1 2026.
  • Mariner sold 55,752 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.26M.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1601 holding.
  • Mariner first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Mariner's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $3.02M in Q4 2025.
  • 168 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.