Wagner Wealth Management (Pennsylvania)’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Wagner Wealth Management (Pennsylvania)’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	$963K	Buy	43,081 +3,405	+9%	+$76.4K	0.78%	37
2026 Q1	$887K	Buy	39,676 +5,515	+16%	+$124K	0.8%	35
2025 Q4	$773K	Buy	+34,161	New	+$773K	0.76%	47

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

Wagner Wealth Management (Pennsylvania)'s BSJR Position: Q2 2026 in Review

Wagner Wealth Management (Pennsylvania) increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 8.6% in Q2 2026, buying an estimated $76.4K and bringing the position to 43,081 shares worth $963K. The position accounts for 0.78% of the portfolio, ranked #37.

Wagner Wealth Management (Pennsylvania) first reported a position in BSJR in Q4 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Wagner Wealth Management (Pennsylvania) held 43,081 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $963K as of Q2 2026.
Wagner Wealth Management (Pennsylvania) bought 3,405 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $76.4K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.78% of Wagner Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #37 holding.
Wagner Wealth Management (Pennsylvania) first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Wagner Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 10 Aug 2026.