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Prospera Financial Services’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Prospera Financial Services’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 		$3.58M Buy
160,293
+375
+0.2% +$8.41K 0.05% 367
2026
Q1 		$3.58M Buy
159,918
+2,974
+2% +$67K 0.06% 352
2025
Q4 		$3.55M Buy
156,944
+13,165
+9% +$298K 0.06% 329
2025
Q3 		$3.27M Buy
143,779
+3,710
+3% +$84.3K 0.06% 349
2025
Q2 		$3.18M Buy
140,069
+2,932
+2% +$65.9K 0.06% 329
2025
Q1 		$3.07M Buy
137,137
+12,093
+10% +$273K 0.07% 286
2024
Q4 		$2.8M Buy
125,044
+42,866
+52% +$968K 0.07% 300
2024
Q3 		$1.87M Buy
82,178
+70
+0.1% +$1.57K 0.05% 349
2024
Q2 		$1.81M Sell
82,108
-771
-0.9% -$17K 0.05% 360
2024
Q1 		$1.84M Sell
82,879
-213
-0.3% -$4.75K 0.05% 343
2023
Q4 		$1.86M Buy
83,092
+26,247
+46% +$570K 0.06% 323
2023
Q3 		$1.22M Buy
56,845
+1,306
+2% +$28.2K 0.05% 379
2023
Q2 		$1.2M Buy
55,539
+1,384
+3% +$29.9K 0.05% 366
2023
Q1 		$1.18M Buy
54,155
+6,841
+14% +$148K 0.05% 375
2022
Q4 		$1.01M Buy
+47,314
New +$1.01M 0.05% 355

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

Prospera Financial Services's BSJR Position: Q2 2026 in Review

Prospera Financial Services increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 0.23% in Q2 2026, buying an estimated $8.41K and bringing the position to 160,293 shares worth $3.58M. The position accounts for 0.05% of the portfolio, ranked #367.

Prospera Financial Services first reported a position in BSJR in Q4 2022 and has held it in 15 quarters since. 166 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • Prospera Financial Services held 160,293 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $3.58M as of Q2 2026.
  • Prospera Financial Services bought 375 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $8.41K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.05% of Prospera Financial Services's portfolio in Q2 2026, its #367 holding.
  • Prospera Financial Services first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 166 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.