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 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 $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

S.E.E.D. Planning Group's BSJR Position: Q1 2026 in Review

S.E.E.D. Planning Group increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 1.6% in Q1 2026, buying an estimated $27K and bringing the position to 75,321 shares worth $1.68M. The position accounts for 0.49% 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 9 quarters since. The position peaked at $2.05M in Q3 2024. 168 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

S.E.E.D. Planning Group held 75,321 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $1.68M as of Q1 2026.
S.E.E.D. Planning Group bought 1,199 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $27K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.49% of S.E.E.D. Planning Group's portfolio in Q1 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 9 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.
168 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.