Migdal Insurance & Financial Holdings’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Migdal Insurance & Financial Holdings’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	$149K	Buy	6,670 +4,240	+174%	+$95.1K	﹤0.01%	223
2026 Q1	$54.3K	Buy	+2,430	New	+$54.8K	﹤0.01%	288

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Migdal Insurance & Financial Holdings's BSJR Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 174% in Q2 2026, buying an estimated $95.1K and bringing the position to 6,670 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Migdal Insurance & Financial Holdings first reported a position in BSJR in Q1 2026 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Migdal Insurance & Financial Holdings held 6,670 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $149K as of Q2 2026.
Migdal Insurance & Financial Holdings bought 4,240 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $95.1K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #223 holding.
Migdal Insurance & Financial Holdings first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.