Steward Partners Investment Advisory’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Steward Partners Investment Advisory’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	$529K	Sell	23,657 -20,743	-47%	-$468K	﹤0.01%	1493
2025 Q4	$1M	Sell	44,400 -9,996	-18%	-$226K	0.01%	1066
2025 Q3	$1.24M	Buy	54,396 +26,283	+93%	+$597K	0.01%	968
2025 Q2	$638K	Buy	28,113 +27,925	+14,854%	+$627K	0.01%	1183
2025 Q1	$4.21K	Hold	188	–	–	﹤0.01%	3430
2024 Q4	$4.21K	Hold	188	–	–	﹤0.01%	3419
2024 Q3	$4.27K	Sell	188 -9,052	-98%	-$203K	﹤0.01%	3236
2024 Q2	$204K	Buy	9,240 +4,930	+114%	+$109K	﹤0.01%	1437
2024 Q1	$95.9K	Buy	+4,310	New	+$96.1K	﹤0.01%	1790
2021 Q3	–	Sell	-3,306	Closed	-$85K	–	3182
2021 Q2	$85K	Sell	3,306 -391	-11%	-$9.97K	﹤0.01%	2477
2021 Q1	$93.8K	Buy	3,697 +2,739	+286%	+$69.7K	﹤0.01%	1662
2020 Q4	$25K	Buy	+958	New	+$24K	﹤0.01%	1973

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

Steward Partners Investment Advisory's BSJR Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 47% in Q1 2026, selling an estimated $468K and leaving 23,657 shares worth $529K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Steward Partners Investment Advisory first reported a position in BSJR in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.24M in Q3 2025. 168 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

Steward Partners Investment Advisory held 23,657 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $529K as of Q1 2026.
Steward Partners Investment Advisory sold 20,743 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $468K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1493 holding.
Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2020 and has held it in 12 quarters since.
Steward Partners Investment Advisory's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $1.24M in Q3 2025.
168 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.