Nalls Sherbakoff Group’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Nalls Sherbakoff Group’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	$195K	Sell	8,738 -323	-4%	-$7.24K	0.14%	98
2026 Q1	$203K	Buy	9,061 +463	+5%	+$10.4K	0.15%	101
2025 Q4	$194K	Sell	8,598 -1,357	-14%	-$30.7K	0.14%	106
2025 Q3	$226K	Sell	9,955 -399	-4%	-$9.07K	0.15%	96
2025 Q2	$235K	Buy	10,354 +553	+6%	+$12.4K	0.17%	88
2025 Q1	$220K	Buy	+9,801	New	+$221K	0.18%	83
2023 Q4	$40.2K	Buy	1,798 +1,242	+223%	+$27K	0.04%	183
2023 Q3	$11.9K	Buy	+556	New	+$12K	0.01%	256

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Nalls Sherbakoff Group's BSJR Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 3.6% in Q2 2026, selling an estimated $7.24K and leaving 8,738 shares worth $195K. The position accounts for 0.14% of the portfolio, ranked #98.

Nalls Sherbakoff Group first reported a position in BSJR in Q3 2023 and has held it in 8 quarters since. The position peaked at $235K in Q2 2025. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Nalls Sherbakoff Group held 8,738 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $195K as of Q2 2026.
Nalls Sherbakoff Group sold 323 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $7.24K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.14% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #98 holding.
Nalls Sherbakoff Group first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2023 and has held it in 8 quarters since.
Nalls Sherbakoff Group's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $235K in Q2 2025.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.