Vermillion & White Wealth Management Group’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Vermillion & White Wealth Management 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	$538K	Buy	24,054 +255	+1%	+$5.72K	0.27%	36
2026 Q1	$532K	Buy	23,799 +72	+0.3%	+$1.62K	0.31%	34
2025 Q4	$538K	Buy	23,727 +3,190	+16%	+$72.2K	0.29%	34
2025 Q3	$467K	Hold	20,537	–	–	0.27%	35
2025 Q2	$466K	Sell	20,537 -7,904	-28%	-$178K	0.3%	35
2025 Q1	$637K	Buy	+28,441	New	+$642K	0.46%	27

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

Vermillion & White Wealth Management Group's BSJR Position: Q2 2026 in Review

Vermillion & White Wealth Management Group increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 1.1% in Q2 2026, buying an estimated $5.72K and bringing the position to 24,054 shares worth $538K. The position accounts for 0.27% of the portfolio, ranked #36.

Vermillion & White Wealth Management Group first reported a position in BSJR in Q1 2025 and has held it in 6 quarters since. The position peaked at $637K in Q1 2025. 166 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Vermillion & White Wealth Management Group held 24,054 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $538K as of Q2 2026.
Vermillion & White Wealth Management Group bought 255 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $5.72K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.27% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #36 holding.
Vermillion & White Wealth Management Group first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Vermillion & White Wealth Management Group's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $637K in Q1 2025.
166 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.