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Wealth Quarterback’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Wealth Quarterback’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 		$294K Buy
13,164
+1,349
+11% +$30.3K 0.09% 142
2026
Q1 		$264K Buy
11,815
+1,596
+16% +$36K 0.1% 137
2025
Q4 		$231K Buy
+10,219
New +$231K 0.08% 141

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
AIS
Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM
PWM
Parkway Wealth Management Plano, Texas $866M AUM
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
BAM
Banta Asset Management Newport Beach, California $112M AUM
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return

Wealth Quarterback's BSJR Position: Q2 2026 in Review

Wealth Quarterback increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 11% in Q2 2026, buying an estimated $30.3K and bringing the position to 13,164 shares worth $294K. The position accounts for 0.09% of the portfolio, ranked #142.

Wealth Quarterback first reported a position in BSJR in Q4 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • Wealth Quarterback held 13,164 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $294K as of Q2 2026.
  • Wealth Quarterback bought 1,349 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $30.3K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.09% of Wealth Quarterback's portfolio in Q2 2026, its #142 holding.
  • Wealth Quarterback first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.