Wealth Enhancement Advisory Services’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Wealth Enhancement Advisory Services’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	$223K	Sell	9,979 -8,444	-46%	-$189K	﹤0.01%	3484
2026 Q1	$413K	Sell	18,423 -19,596	-52%	-$442K	﹤0.01%	2484
2025 Q4	$862K	Buy	38,019 +3,631	+11%	+$82.2K	﹤0.01%	2057
2025 Q3	$782K	Sell	34,388 -838	-2%	-$19K	﹤0.01%	2022
2025 Q2	$802K	Buy	35,226 +89	+0.3%	+$2K	﹤0.01%	1877
2025 Q1	$787K	Buy	35,137 +4,928	+16%	+$111K	﹤0.01%	1745
2024 Q4	$677K	Buy	30,209 +7,877	+35%	+$178K	﹤0.01%	1781
2024 Q3	$507K	Buy	+22,332	New	+$501K	﹤0.01%	1826

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

Wealth Enhancement Advisory Services's BSJR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 46% in Q2 2026, selling an estimated $189K and leaving 9,979 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #3484.

Wealth Enhancement Advisory Services first reported a position in BSJR in Q3 2024 and has held it in 8 quarters since. The position peaked at $862K in Q4 2025. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Wealth Enhancement Advisory Services held 9,979 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $223K as of Q2 2026.
Wealth Enhancement Advisory Services sold 8,444 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $189K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3484 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $862K in Q4 2025.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.