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 Q3	$2M	Sell	90,585 -488	-0.5%	-$10.9K	0.49%	47
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

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

BCI

Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

S.E.E.D. Planning Group's BSJR Position: Q3 2026 in Review

S.E.E.D. Planning Group reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 0.54% in Q3 2026, selling an estimated $10.9K and leaving 90,585 shares worth $2M. The position accounts for 0.49% of the portfolio, ranked #47.

S.E.E.D. Planning Group first reported a position in BSJR in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.05M in Q3 2024. 30 funds tracked by Wall St. Rank hold BSJR as of Q3 2026.

S.E.E.D. Planning Group held 90,585 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $2M as of Q3 2026.
S.E.E.D. Planning Group sold 488 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $10.9K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.49% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #47 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 11 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.
30 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.