Valtinson Bruner Financial Planning’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Valtinson Bruner Financial Planning’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	$603K	Sell	26,999 -262	-1%	-$5.88K	0.15%	78
2026 Q1	$610K	Buy	27,261 +2,252	+9%	+$50.8K	0.17%	70
2025 Q4	$566K	Buy	25,009 +2,826	+13%	+$64K	0.16%	70
2025 Q3	$504K	Buy	22,183 +1,770	+9%	+$40.2K	0.15%	81
2025 Q2	$463K	Buy	20,413 +473	+2%	+$10.6K	0.15%	83
2025 Q1	$447K	Buy	19,940 +2,304	+13%	+$52K	0.15%	77
2024 Q4	$395K	Buy	+17,636	New	+$398K	0.14%	94

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

AIS

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

PWM

Parkway Wealth Management Plano, Texas $866M AUM

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

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

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

BAM

Banta Asset Management Newport Beach, California $112M AUM

Valtinson Bruner Financial Planning's BSJR Position: Q2 2026 in Review

Valtinson Bruner Financial Planning reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 0.96% in Q2 2026, selling an estimated $5.88K and leaving 26,999 shares worth $603K. The position accounts for 0.15% of the portfolio, ranked #78.

Valtinson Bruner Financial Planning first reported a position in BSJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $610K in Q1 2026. 102 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Valtinson Bruner Financial Planning held 26,999 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $603K as of Q2 2026.
Valtinson Bruner Financial Planning sold 262 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $5.88K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.15% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #78 holding.
Valtinson Bruner Financial Planning first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Valtinson Bruner Financial Planning's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $610K in Q1 2026.
102 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.