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

Vantage Point 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	$976K	Sell	43,675 -59	-0.1%	-$1.32K	0.3%	63
2026 Q1	$978K	Sell	43,734 -599	-1%	-$13.5K	0.34%	59
2025 Q4	$1M	Sell	44,333 -1,321	-3%	-$29.9K	0.36%	55
2025 Q3	$1.04M	Sell	45,654 -4,193	-8%	-$95.3K	0.4%	50
2025 Q2	$1.13M	Sell	49,847 -359	-0.7%	-$8.06K	0.5%	43
2025 Q1	$1.12M	Buy	50,206 +4,307	+9%	+$97.2K	0.57%	40
2024 Q4	$1.03M	Buy	+45,899	New	+$1.04M	0.55%	38

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

Vantage Point Financial's BSJR Position: Q2 2026 in Review

Vantage Point Financial reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 0.13% in Q2 2026, selling an estimated $1.32K and leaving 43,675 shares worth $976K. The position accounts for 0.3% of the portfolio, ranked #63.

Vantage Point Financial first reported a position in BSJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q2 2025. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Vantage Point Financial held 43,675 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $976K as of Q2 2026.
Vantage Point Financial sold 59 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.32K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.3% of Vantage Point Financial's portfolio in Q2 2026, its #63 holding.
Vantage Point Financial first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Vantage Point Financial's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $1.13M in Q2 2025.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.