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 Q2	–	Sell	-77,706	Closed	-$1.74M	–	3561
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 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

Mariner's BSJR Position: Q2 2026 in Review

Mariner sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q2 2026, closing a stake of 77,706 shares — an estimated $1.74M sold.

Mariner first reported a position in BSJR in Q3 2025 and held it in 3 quarters. The position peaked at $3.02M in Q4 2025. 166 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Mariner reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Mariner sold 77,706 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.74M.
Mariner first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2025 and held it in 3 quarters.
Mariner's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $3.02M in Q4 2025.
166 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.