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 Q3	$444K	Buy	20,079 +1,299	+7%	+$29K	0.11%	192
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 $859M AUM 41.74% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

AIS

Altium Investment Strategies Wesley Chapel, Florida $87.4M AUM

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Verity Asset Management Durham, North Carolina $259M AUM 21.69% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

SFE Investment Counsel Los Angeles, California $747M AUM 27.5% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Net Worth Advisory Group's BSJR Position: Q3 2026 in Review

Net Worth Advisory Group increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 6.9% in Q3 2026, buying an estimated $29K and bringing the position to 20,079 shares worth $444K. The position accounts for 0.11% of the portfolio, ranked #192.

Net Worth Advisory Group first reported a position in BSJR in Q3 2024 and has held it in 9 quarters since. The position peaked at $628K in Q1 2026. 70 funds tracked by Wall St. Rank hold BSJR as of Q3 2026.

Net Worth Advisory Group held 20,079 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $444K as of Q3 2026.
Net Worth Advisory Group bought 1,299 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $29K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.11% of Net Worth Advisory Group's portfolio in Q3 2026, its #192 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 9 quarters since.
Net Worth Advisory Group's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $628K in Q1 2026.
70 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.