Net Worth Advisory Group’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Net Worth Advisory 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	$420K	Sell	18,780 -9,290	-33%	-$208K	0.11%	204
2026 Q1	$628K	Buy	28,070 +1,216	+5%	+$27.4K	0.13%	166
2025 Q4	$607K	Buy	26,854 +11,112	+71%	+$252K	0.12%	178
2025 Q3	$358K	Sell	15,742 -2,021	-11%	-$45.9K	0.1%	220
2025 Q2	$403K	Buy	17,763 +3,670	+26%	+$82.4K	0.09%	229
2025 Q1	$316K	Buy	14,093 +1,273	+10%	+$28.7K	0.1%	235
2024 Q4	$287K	Buy	12,820 +172	+1%	+$3.88K	0.09%	260
2024 Q3	$287K	Buy	+12,648	New	+$284K	0.09%	287

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

Net Worth Advisory Group's BSJR Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 33% in Q2 2026, selling an estimated $208K and leaving 18,780 shares worth $420K. The position accounts for 0.11% of the portfolio, ranked #204.

Net Worth Advisory Group first reported a position in BSJR in Q3 2024 and has held it in 8 quarters since. The position peaked at $628K in Q1 2026. 166 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Net Worth Advisory Group held 18,780 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $420K as of Q2 2026.
Net Worth Advisory Group sold 9,290 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $208K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.11% of Net Worth Advisory Group's portfolio in Q2 2026, its #204 holding.
Net Worth Advisory Group first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $628K in Q1 2026.
166 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.