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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
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

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

Meriwether Wealth & Planning's BSJR Position: Q2 2026 in Review

Meriwether Wealth & Planning held its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) position steady in Q2 2026 at 29,385 shares worth $657K. The position accounts for 0.33% of the portfolio, ranked #55.

Meriwether Wealth & Planning first reported a position in BSJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $673K in Q3 2025. 35 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • Meriwether Wealth & Planning held 29,385 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $657K as of Q2 2026.
  • Meriwether Wealth & Planning left its Invesco BulletShares 2027 High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.33% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #55 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 7 quarters since.
  • Meriwether Wealth & Planning's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $673K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.