Oder Investment Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Oder Investment Management’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 Q1	$4.23M	Buy	189,091 +11,701	+7%	+$264K	3.25%	7
2025 Q4	$4.01M	Buy	177,390 +12,382	+8%	+$280K	2.91%	8
2025 Q3	$3.75M	Buy	165,008 +10,588	+7%	+$241K	2.69%	9
2025 Q2	$3.51M	Buy	154,420 +13,143	+9%	+$295K	2.65%	11
2025 Q1	$3.17M	Buy	141,277 +21,765	+18%	+$491K	2.69%	9
2024 Q4	$2.68M	Buy	119,512 +41,379	+53%	+$934K	2.23%	12
2024 Q3	$1.77M	Buy	78,133 +12,659	+19%	+$284K	1.52%	19
2024 Q2	$1.45M	Buy	65,474 +18,406	+39%	+$407K	1.31%	21
2024 Q1	$1.05M	Buy	47,068 +4,930	+12%	+$110K	0.98%	33
2023 Q4	$943K	Buy	+42,138	New	+$915K	0.93%	32

Other funds holding BSJR

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Oder Investment Management's BSJR Position: Q1 2026 in Review

Oder Investment Management increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 6.6% in Q1 2026, buying an estimated $264K and bringing the position to 189,091 shares worth $4.23M. The position accounts for 3.25% of the portfolio, ranked #7.

Oder Investment Management first reported a position in BSJR in Q4 2023 and has held it in 10 quarters since. 168 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

Oder Investment Management held 189,091 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $4.23M as of Q1 2026.
Oder Investment Management bought 11,701 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $264K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 3.25% of Oder Investment Management's portfolio in Q1 2026, its #7 holding.
Oder Investment Management first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
168 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on Oder Investment Management's 13F filing for Q1 2026, filed 5 May 2026.