Raymond James Financial’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Raymond James Financial’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	$31.9M	Buy	1,429,596 +72,424	+5%	+$1.62M	0.01%	1237
2026 Q1	$30.4M	Buy	1,357,172 +554,323	+69%	+$12.5M	0.01%	1182
2025 Q4	$18.2M	Buy	802,849 +57,877	+8%	+$1.31M	0.01%	1519
2025 Q3	$16.9M	Buy	744,972 +80,732	+12%	+$1.83M	0.01%	1523
2025 Q2	$15.1M	Buy	664,240 +52,175	+9%	+$1.17M	0.01%	1568
2025 Q1	$13.7M	Buy	612,065 +455,534	+291%	+$10.3M	0.01%	1567
2024 Q4	$3.51M	Buy	+156,531	New	+$3.53M	﹤0.01%	2562

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial's BSJR Position: Q2 2026 in Review

Raymond James Financial increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 5.3% in Q2 2026, buying an estimated $1.62M and bringing the position to 1,429,596 shares worth $31.9M. The position accounts for 0.01% of the portfolio, ranked #1237.

Raymond James Financial first reported a position in BSJR in Q4 2024 and has held it in 7 quarters since. 167 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Raymond James Financial held 1,429,596 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $31.9M as of Q2 2026.
Raymond James Financial bought 72,424 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.62M.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1237 holding.
Raymond James Financial first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
167 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.