NewEdge Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

NewEdge Advisors’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	$1.94M	Buy	86,787 +2,132	+3%	+$47.8K	0.01%	1238
2026 Q1	$1.89M	Buy	84,655 +7,198	+9%	+$162K	0.01%	1140
2025 Q4	$1.75M	Buy	77,457 +2,856	+4%	+$64.7K	0.01%	1144
2025 Q3	$1.7M	Buy	74,601 +13,039	+21%	+$296K	0.01%	1101
2025 Q2	$1.4M	Sell	61,562 -2,897	-4%	-$65.1K	0.01%	1104
2025 Q1	$1.44M	Buy	64,459 +5,320	+9%	+$120K	0.01%	1004
2024 Q4	$1.32M	Buy	59,139 +1,203	+2%	+$27.2K	0.01%	1023
2024 Q3	$1.32M	Buy	57,936 +5,548	+11%	+$124K	0.01%	977
2024 Q2	$1.16M	Buy	52,388 +2,328	+5%	+$51.5K	0.01%	999
2024 Q1	$1.11M	Buy	50,060 +709	+1%	+$15.8K	0.01%	952
2023 Q4	$1.1M	Sell	49,351 -840	-2%	-$18.2K	0.01%	885
2023 Q3	$1.07M	Buy	50,191 +1,255	+3%	+$27.1K	0.01%	839
2023 Q2	$1.06M	Sell	48,936 -597	-1%	-$12.9K	0.01%	837
2023 Q1	$1.08M	Buy	49,533 +2,722	+6%	+$59.1K	0.01%	755
2022 Q4	$10.4K	Buy	46,811 +3,369	+8%	+$71.8K	﹤0.01%	2361
2022 Q3	$890K	Buy	43,442 +2,712	+7%	+$59.1K	0.01%	688
2022 Q2	$861K	Buy	+40,730	New	+$922K	0.01%	735

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

NewEdge Advisors's BSJR Position: Q2 2026 in Review

NewEdge Advisors increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 2.5% in Q2 2026, buying an estimated $47.8K and bringing the position to 86,787 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #1238.

NewEdge Advisors first reported a position in BSJR in Q2 2022 and has held it in 17 quarters since. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

NewEdge Advisors held 86,787 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $1.94M as of Q2 2026.
NewEdge Advisors bought 2,132 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $47.8K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1238 holding.
NewEdge Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.