Richards, Merrill & Peterson’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Richards, Merrill & Peterson’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	$42.1K	Hold	1,885	–	–	0.01%	247
2026 Q1	$42.2K	Hold	1,885	–	–	0.02%	234
2025 Q4	$42.6K	Hold	1,885	–	–	0.02%	220
2025 Q3	$42.9K	Hold	1,885	–	–	0.02%	191
2025 Q2	$42.8K	Hold	1,885	–	–	0.02%	177
2025 Q1	$42.2K	Hold	1,885	–	–	0.02%	265
2024 Q4	$42.2K	Buy	+1,885	New	+$42.6K	0.02%	255

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

Richards, Merrill & Peterson's BSJR Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) position steady in Q2 2026 at 1,885 shares worth $42.1K. The position accounts for 0.01% of the portfolio, ranked #247.

Richards, Merrill & Peterson first reported a position in BSJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $42.9K in Q3 2025. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Richards, Merrill & Peterson held 1,885 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $42.1K as of Q2 2026.
Richards, Merrill & Peterson left its Invesco BulletShares 2027 High Yield Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #247 holding.
Richards, Merrill & Peterson first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $42.9K in Q3 2025.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.