Pacific Wealth Strategies Group’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Pacific Wealth Strategies 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	$3.64M	Buy	162,746 +31,511	+24%	+$707K	2.09%	14
2026 Q1	$2.94M	Buy	131,235 +15,055	+13%	+$339K	1.83%	15
2025 Q4	$2.63M	Buy	116,180 +46,864	+68%	+$1.06M	1.49%	16
2025 Q3	$1.58M	Buy	69,316 +8,191	+13%	+$186K	0.97%	23
2025 Q2	$1.38M	Buy	61,125 +49,925	+446%	+$1.12M	0.91%	26
2025 Q1	$251K	Hold	11,200	–	–	0.19%	46
2024 Q4	$251K	Hold	11,200	–	–	0.17%	46
2024 Q3	$254K	Buy	+11,200	New	+$251K	0.19%	43

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

Pacific Wealth Strategies Group's BSJR Position: Q2 2026 in Review

Pacific Wealth Strategies Group increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 24% in Q2 2026, buying an estimated $707K and bringing the position to 162,746 shares worth $3.64M. The position accounts for 2.09% of the portfolio, ranked #14.

Pacific Wealth Strategies Group first reported a position in BSJR in Q3 2024 and has held it in 8 quarters since. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Pacific Wealth Strategies Group held 162,746 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $3.64M as of Q2 2026.
Pacific Wealth Strategies Group bought 31,511 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $707K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 2.09% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #14 holding.
Pacific Wealth Strategies 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.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.