S.E.E.D. Planning Group’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

S.E.E.D. Planning 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	$2.04M	Buy	91,073 +15,752	+21%	+$353K	0.54%	42
2026 Q1	$1.68M	Buy	75,321 +1,199	+2%	+$27K	0.49%	42
2025 Q4	$1.68M	Sell	74,122 -6,723	-8%	-$152K	0.48%	46
2025 Q3	$1.84M	Buy	80,845 +3,321	+4%	+$75.5K	0.54%	43
2025 Q2	$1.76M	Buy	77,524 +3,013	+4%	+$67.7K	0.55%	42
2025 Q1	$1.67M	Sell	74,511 -2,818	-4%	-$63.6K	0.56%	43
2024 Q4	$1.73M	Sell	77,329 -13,009	-14%	-$294K	0.58%	46
2024 Q3	$2.05M	Buy	90,338 +4,389	+5%	+$98.4K	0.68%	42
2024 Q2	$1.9M	Sell	85,949 -674	-0.8%	-$14.9K	0.69%	44
2024 Q1	$1.93M	Buy	+86,623	New	+$1.93M	0.7%	42

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

S.E.E.D. Planning Group's BSJR Position: Q2 2026 in Review

S.E.E.D. Planning Group increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 21% in Q2 2026, buying an estimated $353K and bringing the position to 91,073 shares worth $2.04M. The position accounts for 0.54% of the portfolio, ranked #42.

S.E.E.D. Planning Group first reported a position in BSJR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.05M in Q3 2024. 166 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

S.E.E.D. Planning Group held 91,073 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $2.04M as of Q2 2026.
S.E.E.D. Planning Group bought 15,752 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $353K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.54% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #42 holding.
S.E.E.D. Planning Group first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
S.E.E.D. Planning Group's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $2.05M in Q3 2024.
166 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.