UBS Group
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UBS Group’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

UBS Group’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 		$8.94M Sell
400,145
-182,854
-31% -$4.1M ﹤0.01% 3569
2026
Q1 		$13M Buy
582,999
+29,175
+5% +$658K ﹤0.01% 3060
2025
Q4 		$12.5M Buy
553,824
+15,668
+3% +$355K ﹤0.01% 3056
2025
Q3 		$12.2M Buy
538,156
+193,366
+56% +$4.39M ﹤0.01% 3081
2025
Q2 		$7.83M Buy
344,790
+83,266
+32% +$1.87M ﹤0.01% 3370
2025
Q1 		$5.86M Buy
261,524
+24,688
+10% +$557K ﹤0.01% 3622
2024
Q4 		$5.31M Buy
236,836
+187,341
+379% +$4.23M ﹤0.01% 3785
2024
Q3 		$1.12M Sell
49,495
-5,942
-11% -$133K ﹤0.01% 4561
2024
Q2 		$1.22M Sell
55,437
-2,605
-4% -$57.6K ﹤0.01% 4224
2024
Q1 		$1.29M Buy
58,042
+37,891
+188% +$845K ﹤0.01% 4379
2023
Q4 		$451K Buy
20,151
+5,265
+35% +$114K ﹤0.01% 5183
2023
Q3 		$319K Sell
14,886
-589
-4% -$12.7K ﹤0.01% 5007
2023
Q2 		$335K Buy
15,475
+1,479
+11% +$32K ﹤0.01% 5143
2023
Q1 		$306K Sell
13,996
-445
-3% -$9.66K ﹤0.01% 5065
2022
Q4 		$309K Buy
14,441
+542
+4% +$11.5K ﹤0.01% 5097
2022
Q3 		$285K Buy
13,899
+3,289
+31% +$71.7K ﹤0.01% 4812
2022
Q2 		$224K Buy
10,610
+1,000
+10% +$22.6K ﹤0.01% 4822
2022
Q1 		$231K Buy
9,610
+4,235
+79% +$104K ﹤0.01% 5244
2021
Q4 		$136K Buy
5,375
+1,351
+34% +$34.3K ﹤0.01% 6016
2021
Q3 		$103K Buy
4,024
+1,000
+33% +$25.6K ﹤0.01% 5809
2021
Q2 		$78K Buy
3,024
+1,045
+53% +$26.6K ﹤0.01% 6066
2021
Q1 		$50K Buy
1,979
+1,000
+102% +$25.4K ﹤0.01% 6543
2020
Q4 		$25K Sell
979
-1
-0.1% -$25 ﹤0.01% 6773
2020
Q3 		$24K Buy
+980
New +$24K ﹤0.01% 6152

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group's BSJR Position: Q2 2026 in Review

UBS Group reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 31% in Q2 2026, selling an estimated $4.1M and leaving 400,145 shares worth $8.94M. The position accounts for ﹤0.01% of the portfolio, ranked #3569.

UBS Group first reported a position in BSJR in Q3 2020 and has held it in 24 quarters since. The position peaked at $13M in Q1 2026. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • UBS Group held 400,145 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $8.94M as of Q2 2026.
  • UBS Group sold 182,854 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $4.1M.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3569 holding.
  • UBS Group first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • UBS Group's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $13M in Q1 2026.
  • 165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.