Sarver Vrooman Wealth Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Sarver Vrooman Wealth Advisors’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	$14.4K	Hold	645	–	–	0.01%	112
2026 Q1	$14.4K	Hold	645	–	–	0.01%	110
2025 Q4	$14.6K	Hold	645	–	–	0.01%	108
2025 Q3	$14.7K	Hold	645	–	–	0.01%	108
2025 Q2	$14.6K	Hold	645	–	–	0.01%	105
2025 Q1	$14.5K	Buy	+645	New	+$14.6K	0.01%	106

Other funds holding BSJR

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return