Meriwether Wealth & Planning’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Meriwether Wealth & Planning’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 Q3	$609K	Sell	27,550 -1,835	-6%	-$41K	0.27%	59
2026 Q2	$657K	Hold	29,385	–	–	0.33%	55
2026 Q1	$657K	Sell	29,385 -235	-0.8%	-$5.3K	0.36%	51
2025 Q4	$670K	Buy	29,620 +29	+0.1%	+$657	0.38%	54
2025 Q3	$673K	Buy	29,591 +149	+0.5%	+$3.39K	0.39%	50
2025 Q2	$668K	Buy	29,442 +840	+3%	+$18.9K	0.42%	49
2025 Q1	$641K	Buy	28,602 +12,424	+77%	+$280K	0.42%	51
2024 Q4	$362K	Buy	+16,178	New	+$365K	0.26%	71

Other funds holding BSJR

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

AIS

Altium Investment Strategies Wesley Chapel, Florida $87.4M AUM

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Old Second National Bank of Aurora Aurora, Illinois $501M AUM 18.27% 1-Year Est. Return

River Street Advisors Aurora, Illinois $324M AUM 20.08% 1-Year Est. Return

Horizons Wealth Management Asheville, North Carolina $160M AUM

Meriwether Wealth & Planning's BSJR Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 6.2% in Q3 2026, selling an estimated $41K and leaving 27,550 shares worth $609K. The position accounts for 0.27% of the portfolio, ranked #59.

Meriwether Wealth & Planning first reported a position in BSJR in Q4 2024 and has held it in 8 quarters since. The position peaked at $673K in Q3 2025. 45 funds tracked by Wall St. Rank hold BSJR as of Q3 2026.

Meriwether Wealth & Planning held 27,550 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $609K as of Q3 2026.
Meriwether Wealth & Planning sold 1,835 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $41K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.27% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #59 holding.
Meriwether Wealth & Planning first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $673K in Q3 2025.
45 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.