Private Advisory Group’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Private 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 Q2	$606K	Buy	27,128 +48	+0.2%	+$1.08K	0.03%	208
2026 Q1	$606K	Buy	27,080 +1,978	+8%	+$44.6K	0.04%	190
2025 Q4	$568K	Sell	25,102 -549	-2%	-$12.4K	0.04%	152
2025 Q3	$583K	Buy	25,651 +4,293	+20%	+$97.5K	0.05%	148
2025 Q2	$485K	Buy	21,358 +115	+0.5%	+$2.58K	0.04%	155
2025 Q1	$476K	Buy	21,243 +49	+0.2%	+$1.11K	0.05%	145
2024 Q4	$475K	Buy	21,194 +102	+0.5%	+$2.3K	0.05%	150
2024 Q3	$479K	Sell	21,092 -1,811	-8%	-$40.6K	0.06%	150
2024 Q2	$506K	Buy	22,903 +4,611	+25%	+$102K	0.07%	138
2024 Q1	$407K	Buy	18,292 +470	+3%	+$10.5K	0.06%	146
2023 Q4	$399K	Buy	17,822 +543	+3%	+$11.8K	0.07%	156
2023 Q3	$370K	Buy	17,279 +947	+6%	+$20.5K	0.07%	161
2023 Q2	$353K	Sell	16,332 -3,522	-18%	-$76.2K	0.07%	172
2023 Q1	$434K	Buy	+19,854	New	+$431K	0.09%	137

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

Private Advisory Group's BSJR Position: Q2 2026 in Review

Private Advisory Group increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 0.18% in Q2 2026, buying an estimated $1.08K and bringing the position to 27,128 shares worth $606K. The position accounts for 0.03% of the portfolio, ranked #208.

Private Advisory Group first reported a position in BSJR in Q1 2023 and has held it in 14 quarters since. 166 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Private Advisory Group held 27,128 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $606K as of Q2 2026.
Private Advisory Group bought 48 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.08K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.03% of Private Advisory Group's portfolio in Q2 2026, its #208 holding.
Private Advisory Group first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
166 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.