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&Partners’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

&Partners’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 		$281K Buy
12,590
+352
+3% +$7.89K ﹤0.01% 2170
2026
Q1 		$274K Buy
+12,238
New +$276K ﹤0.01% 2049

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

&Partners's BSJR Position: Q2 2026 in Review

&Partners increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 2.9% in Q2 2026, buying an estimated $7.89K and bringing the position to 12,590 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #2170.

&Partners first reported a position in BSJR in Q1 2026 and has held it in 2 quarters since. 166 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • &Partners held 12,590 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $281K as of Q2 2026.
  • &Partners bought 352 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $7.89K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2170 holding.
  • &Partners first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 166 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.