Stifel Financial’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Stifel Financial’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	$2.44M	Buy	109,063 +923	+0.9%	+$20.7K	﹤0.01%	1942
2026 Q1	$2.42M	Sell	108,140 -2,395	-2%	-$54K	﹤0.01%	1823
2025 Q4	$2.5M	Buy	110,535 +5,492	+5%	+$124K	﹤0.01%	1778
2025 Q3	$2.39M	Buy	105,043 +2,602	+3%	+$59.1K	﹤0.01%	1785
2025 Q2	$2.33M	Buy	102,441 +5,363	+6%	+$120K	﹤0.01%	1738
2025 Q1	$2.18M	Buy	97,078 +4,822	+5%	+$109K	﹤0.01%	1710
2024 Q4	$2.07M	Buy	92,256 +5,294	+6%	+$120K	﹤0.01%	1752
2024 Q3	$1.97M	Buy	86,962 +3,058	+4%	+$68.6K	﹤0.01%	1785
2024 Q2	$1.85M	Buy	83,904 +2,874	+4%	+$63.5K	﹤0.01%	1773
2024 Q1	$1.8M	Buy	81,030 +9,463	+13%	+$211K	﹤0.01%	1791
2023 Q4	$1.6M	Buy	71,567 +54,548	+321%	+$1.18M	﹤0.01%	1821
2023 Q3	$364K	Buy	17,019 +594	+4%	+$12.8K	﹤0.01%	2676
2023 Q2	$355K	Buy	16,425 +1,585	+11%	+$34.3K	﹤0.01%	2729
2023 Q1	$324K	Buy	14,840 +2,862	+24%	+$62.1K	﹤0.01%	2760
2022 Q4	$256K	Buy	+11,978	New	+$255K	﹤0.01%	2857

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

Stifel Financial's BSJR Position: Q2 2026 in Review

Stifel Financial increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 0.85% in Q2 2026, buying an estimated $20.7K and bringing the position to 109,063 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Stifel Financial first reported a position in BSJR in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.5M in Q4 2025. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Stifel Financial held 109,063 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $2.44M as of Q2 2026.
Stifel Financial bought 923 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $20.7K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1942 holding.
Stifel Financial first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Stifel Financial's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $2.5M in Q4 2025.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.