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Modern Wealth Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Modern Wealth Management’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 		$6.87M Buy
307,642
+39,312
+15% +$882K 0.08% 223
2026
Q1 		$6.01M Buy
268,330
+8,366
+3% +$189K 0.1% 182
2025
Q4 		$5.88M Buy
259,964
+20,900
+9% +$473K 0.11% 170
2025
Q3 		$5.44M Buy
239,064
+15,717
+7% +$357K 0.11% 178
2025
Q2 		$5.07M Buy
+223,347
New +$5.02M 0.12% 168

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Modern Wealth Management's BSJR Position: Q2 2026 in Review

Modern Wealth Management increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 15% in Q2 2026, buying an estimated $882K and bringing the position to 307,642 shares worth $6.87M. The position accounts for 0.08% of the portfolio, ranked #223.

Modern Wealth Management first reported a position in BSJR in Q2 2025 and has held it in 5 quarters since. 166 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • Modern Wealth Management held 307,642 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $6.87M as of Q2 2026.
  • Modern Wealth Management bought 39,312 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $882K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.08% of Modern Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Modern Wealth Management first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 166 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.