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Matthew Goff Investment Advisor’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Matthew Goff Investment Advisor’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
-303,170
Closed -$5.95M – 93
2026
Q1 		$5.95M Buy
+303,170
New +$6.83M 0.99% 35

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
AIS
Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Matthew Goff Investment Advisor's BSJR Position: Q2 2026 in Review

Matthew Goff Investment Advisor sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q2 2026, closing a stake of 303,170 shares — an estimated $5.95M sold.

Matthew Goff Investment Advisor first reported a position in BSJR in Q1 2026 and held it in 1 quarter. The position peaked at $5.95M in Q1 2026. 38 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • Matthew Goff Investment Advisor reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 303,170 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $5.95M.
  • Matthew Goff Investment Advisor first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Matthew Goff Investment Advisor's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $5.95M in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.