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VestGen Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

VestGen Advisors’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 		$605K Buy
27,072
+11,522
+74% +$258K 0.02% 607
2026
Q1 		$349K Buy
15,550
+3,090
+25% +$69.7K 0.01% 787
2025
Q4 		$282K Sell
12,460
-14,515
-54% -$329K 0.01% 616
2025
Q3 		$613K Buy
26,975
+4,094
+18% +$93K 0.02% 449
2025
Q2 		$520K Buy
22,881
+7,535
+49% +$169K 0.02% 417
2025
Q1 		$344K Buy
+15,346
New +$346K 0.02% 435

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

VestGen Advisors's BSJR Position: Q2 2026 in Review

VestGen Advisors increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 74% in Q2 2026, buying an estimated $258K and bringing the position to 27,072 shares worth $605K. The position accounts for 0.02% of the portfolio, ranked #607.

VestGen Advisors first reported a position in BSJR in Q1 2025 and has held it in 6 quarters since. The position peaked at $613K in Q3 2025. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • VestGen Advisors held 27,072 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $605K as of Q2 2026.
  • VestGen Advisors bought 11,522 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $258K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #607 holding.
  • VestGen Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $613K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.