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

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

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

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return