Voisard Asset Management Group’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Voisard Asset 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	$346K	Hold	15,480	–	–	0.07%	77
2026 Q1	$346K	Buy	15,480 +6,346	+69%	+$143K	0.07%	76
2025 Q4	$207K	Buy	+9,134	New	+$207K	0.04%	96
2024 Q4	–	Sell	-4,485	Closed	-$102K	–	148
2024 Q3	$102K	Buy	+4,485	New	+$101K	0.04%	129

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

Voisard Asset Management Group's BSJR Position: Q2 2026 in Review

Voisard Asset Management Group held its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) position steady in Q2 2026 at 15,480 shares worth $346K. The position accounts for 0.07% of the portfolio, ranked #77.

Voisard Asset Management Group first reported a position in BSJR in Q3 2024 and has held it in 4 quarters since. The position peaked at $346K in Q1 2026. 166 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Voisard Asset Management Group held 15,480 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $346K as of Q2 2026.
Voisard Asset Management Group left its Invesco BulletShares 2027 High Yield Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.07% of Voisard Asset Management Group's portfolio in Q2 2026, its #77 holding.
Voisard Asset Management Group first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2024 and has held it in 4 quarters since.
Voisard Asset Management Group's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $346K in Q1 2026.
166 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.