Wealth Enhancement Advisory Services
BSJR icon

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
Q3 		$222K Buy
9,999
+20
+0.2% +$447 ﹤0.01% 3646
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 $859M AUM 41.74% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
BCI
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's BSJR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 0.2% in Q3 2026, buying an estimated $447 and bringing the position to 9,999 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #3646.

Wealth Enhancement Advisory Services first reported a position in BSJR in Q3 2024 and has held it in 9 quarters since. The position peaked at $862K in Q4 2025. 19 funds tracked by Wall St. Rank hold BSJR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 9,999 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $222K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 20 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $447.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3646 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 9 quarters since.
  • Wealth Enhancement Advisory Services's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $862K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.