Sound Stewardship’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Sound Stewardship’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	$1.38M	Buy	61,829 +2,184	+4%	+$49K	0.57%	27
2026 Q1	$1.33M	Buy	59,645 +4,344	+8%	+$97.9K	0.61%	28
2025 Q4	$1.25M	Buy	55,301 +2,083	+4%	+$47.2K	0.6%	28
2025 Q3	$1.21M	Buy	53,218 +2,000	+4%	+$45.4K	0.58%	29
2025 Q2	$1.16M	Sell	51,218 -81	-0.2%	-$1.82K	0.6%	30
2025 Q1	$1.15M	Buy	51,299 +1,281	+3%	+$28.9K	0.65%	28
2024 Q4	$1.12M	Buy	50,018 +767	+2%	+$17.3K	0.67%	29
2024 Q3	$1.12M	Buy	49,251 +2,733	+6%	+$61.3K	0.63%	29
2024 Q2	$1.03M	Sell	46,518 -461	-1%	-$10.2K	0.62%	30
2024 Q1	$1.05M	Buy	46,979 +37,886	+417%	+$845K	0.63%	30
2023 Q4	$203K	Buy	+9,093	New	+$197K	0.13%	64

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

Sound Stewardship's BSJR Position: Q2 2026 in Review

Sound Stewardship increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 3.7% in Q2 2026, buying an estimated $49K and bringing the position to 61,829 shares worth $1.38M. The position accounts for 0.57% of the portfolio, ranked #27.

Sound Stewardship first reported a position in BSJR in Q4 2023 and has held it in 11 quarters since. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Sound Stewardship held 61,829 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $1.38M as of Q2 2026.
Sound Stewardship bought 2,184 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $49K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.57% of Sound Stewardship's portfolio in Q2 2026, its #27 holding.
Sound Stewardship first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.