Topsail Wealth Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Topsail Wealth Management’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	$455K	Hold	20,331	–	–	0.07%	93
2025 Q4	$460K	Buy	20,331 +1,485	+8%	+$33.6K	0.07%	92
2025 Q3	$429K	Buy	18,846 +100	+0.5%	+$2.27K	0.07%	89
2025 Q2	$426K	Buy	18,746 +2,250	+14%	+$50.5K	0.08%	84
2025 Q1	$370K	Buy	16,496 +2,603	+19%	+$58.7K	0.08%	90
2024 Q4	$311K	Buy	+13,893	New	+$314K	0.07%	82

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 $4.79B AUM 27.94% 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

Topsail Wealth Management's BSJR Position: Q1 2026 in Review

Topsail Wealth Management held its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) position steady in Q1 2026 at 20,331 shares worth $455K. The position accounts for 0.07% of the portfolio, ranked #93.

Topsail Wealth Management first reported a position in BSJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $460K in Q4 2025. 168 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

Topsail Wealth Management held 20,331 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $455K as of Q1 2026.
Topsail Wealth Management left its Invesco BulletShares 2027 High Yield Corporate Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.07% of Topsail Wealth Management's portfolio in Q1 2026, its #93 holding.
Topsail Wealth Management first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Topsail Wealth Management's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $460K in Q4 2025.
168 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.