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 Q3	$339K	Buy	15,318 +2,154	+16%	+$48.1K	0.1%	126
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

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

AIS

Altium Investment Strategies Wesley Chapel, Florida $87.4M AUM

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Old Second National Bank of Aurora Aurora, Illinois $501M AUM 18.27% 1-Year Est. Return

River Street Advisors Aurora, Illinois $324M AUM 20.08% 1-Year Est. Return

Horizons Wealth Management Asheville, North Carolina $160M AUM

Wealth Quarterback's BSJR Position: Q3 2026 in Review

Wealth Quarterback increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 16% in Q3 2026, buying an estimated $48.1K and bringing the position to 15,318 shares worth $339K. The position accounts for 0.1% of the portfolio, ranked #126.

Wealth Quarterback first reported a position in BSJR in Q4 2025 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold BSJR as of Q3 2026.

Wealth Quarterback held 15,318 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $339K as of Q3 2026.
Wealth Quarterback bought 2,154 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $48.1K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.1% of Wealth Quarterback's portfolio in Q3 2026, its #126 holding.
Wealth Quarterback first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
49 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.