Mercer Global Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Mercer Global Advisors’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	$14.8M	Buy	660,311 +42,694	+7%	+$957K	0.02%	449
2026 Q1	$13.8M	Buy	617,617 +174,737	+39%	+$3.94M	0.02%	414
2025 Q4	$10M	Buy	442,880 +8,454	+2%	+$191K	0.02%	492
2025 Q3	$9.88M	Buy	434,426 +102,032	+31%	+$2.32M	0.02%	465
2025 Q2	$7.55M	Sell	332,394 -8,483	-2%	-$191K	0.02%	466
2025 Q1	$7.64M	Sell	340,877 -16,182	-5%	-$365K	0.02%	426
2024 Q4	$8M	Sell	357,059 -2,497	-0.7%	-$56.4K	0.02%	409
2024 Q3	$8.16M	Buy	359,556 +43,153	+14%	+$968K	0.02%	366
2024 Q2	$6.99M	Buy	316,403 +58,363	+23%	+$1.29M	0.02%	378
2024 Q1	$5.74M	Buy	258,040 +57,203	+28%	+$1.28M	0.02%	424
2023 Q4	$4.49M	Sell	200,837 -47,228	-19%	-$1.03M	0.01%	497
2023 Q3	$5.31M	Buy	248,065 +19,120	+8%	+$414K	0.02%	418
2023 Q2	$4.96M	Buy	228,945 +139,521	+156%	+$3.02M	0.02%	456
2023 Q1	$1.95M	Buy	89,424 +12,550	+16%	+$272K	0.01%	689
2022 Q4	$1.64M	Buy	76,874 +23,055	+43%	+$491K	0.01%	735
2022 Q3	$1.1M	Buy	53,819 +35,941	+201%	+$783K	0.01%	808
2022 Q2	$378K	Buy	17,878 +3,914	+28%	+$88.6K	﹤0.01%	1304
2022 Q1	$335K	Buy	+13,964	New	+$341K	﹤0.01%	1454

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors's BSJR Position: Q2 2026 in Review

Mercer Global Advisors increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 6.9% in Q2 2026, buying an estimated $957K and bringing the position to 660,311 shares worth $14.8M. The position accounts for 0.02% of the portfolio, ranked #449.

Mercer Global Advisors first reported a position in BSJR in Q1 2022 and has held it in 18 quarters since. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Mercer Global Advisors held 660,311 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $14.8M as of Q2 2026.
Mercer Global Advisors bought 42,694 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $957K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.02% of Mercer Global Advisors's portfolio in Q2 2026, its #449 holding.
Mercer Global Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.