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BSJR icon

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
Q3 		$1.43M Buy
64,894
+3,065
+5% +$68.5K 0.58% 28
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 $859M AUM 41.74% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
BCI
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Sound Stewardship's BSJR Position: Q3 2026 in Review

Sound Stewardship increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 5% in Q3 2026, buying an estimated $68.5K and bringing the position to 64,894 shares worth $1.43M. The position accounts for 0.58% of the portfolio, ranked #28.

Sound Stewardship first reported a position in BSJR in Q4 2023 and has held it in 12 quarters since. 19 funds tracked by Wall St. Rank hold BSJR as of Q3 2026.

  • Sound Stewardship held 64,894 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $1.43M as of Q3 2026.
  • Sound Stewardship bought 3,065 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $68.5K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.58% of Sound Stewardship's portfolio in Q3 2026, its #28 holding.
  • Sound Stewardship first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 19 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.