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

Tyler-Stone 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
2025 Q2	$3.16M	Buy	139,167 +14,852	+12%	+$334K	0.51%	43
2025 Q1	$2.79M	Buy	124,315 +78,607	+172%	+$1.77M	0.5%	45
2024 Q4	$1.02M	Buy	45,708 +9,548	+26%	+$216K	0.18%	106
2024 Q3	$821K	Buy	36,160 +31,235	+634%	+$700K	0.16%	128
2024 Q2	$109K	Buy	4,925 +2,820	+134%	+$62.3K	0.04%	277
2024 Q1	$46.8K	Hold	2,105	–	–	0.02%	370
2023 Q4	$47.1K	Buy	+2,105	New	+$45.7K	0.02%	364

Other funds holding BSJR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tyler-Stone Wealth Management's BSJR Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 12% in Q2 2025, buying an estimated $334K and bringing the position to 139,167 shares worth $3.16M. The position accounts for 0.51% of the portfolio, ranked #43.

Tyler-Stone Wealth Management first reported a position in BSJR in Q4 2023 and has held it in 7 quarters since. 134 funds tracked by Wall St. Rank hold BSJR as of Q2 2025.

Tyler-Stone Wealth Management held 139,167 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $3.16M as of Q2 2025.
Tyler-Stone Wealth Management bought 14,852 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2025, an estimated $334K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.51% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #43 holding.
Tyler-Stone Wealth Management first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2023 and has held it in 7 quarters since.
134 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.