Wells Fargo
BSJR icon

Wells Fargo’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Wells Fargo’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 		$27.8M Buy
1,244,589
+67,439
+6% +$1.51M ﹤0.01% 1395
2026
Q1 		$26.3M Buy
1,177,150
+167,096
+17% +$3.77M 0.01% 1327
2025
Q4 		$22.8M Buy
1,010,054
+1,680
+0.2% +$38K ﹤0.01% 1411
2025
Q3 		$22.9M Buy
1,008,374
+80,467
+9% +$1.83M ﹤0.01% 1385
2025
Q2 		$21.1M Sell
927,907
-12,489
-1% -$280K ﹤0.01% 1370
2025
Q1 		$21.1M Buy
940,396
+103,474
+12% +$2.33M ﹤0.01% 1301
2024
Q4 		$18.7M Buy
836,922
+117,807
+16% +$2.66M ﹤0.01% 1395
2024
Q3 		$16.3M Buy
719,115
+318,914
+80% +$7.15M ﹤0.01% 1441
2024
Q2 		$8.84M Buy
400,201
+8,831
+2% +$195K ﹤0.01% 1833
2024
Q1 		$8.71M Buy
391,370
+244,831
+167% +$5.46M ﹤0.01% 1848
2023
Q4 		$3.28M Buy
146,539
+64,214
+78% +$1.39M ﹤0.01% 2525
2023
Q3 		$1.76M Buy
82,325
+6,186
+8% +$134K ﹤0.01% 2900
2023
Q2 		$1.65M Buy
76,139
+8,805
+13% +$190K ﹤0.01% 3068
2023
Q1 		$1.47M Buy
67,334
+18,184
+37% +$395K ﹤0.01% 3118
2022
Q4 		$1.05M Buy
49,150
+16,118
+49% +$343K ﹤0.01% 3212
2022
Q3 		$676K Buy
33,032
+5,106
+18% +$111K ﹤0.01% 3496
2022
Q2 		$590K Buy
27,926
+4,051
+17% +$91.7K ﹤0.01% 3641
2022
Q1 		$574K Buy
23,875
+12,238
+105% +$299K ﹤0.01% 4313
2021
Q4 		$295K Buy
11,637
+7,922
+213% +$201K ﹤0.01% 5047
2021
Q3 		$95K Buy
3,715
+1,325
+55% +$33.9K ﹤0.01% 5402
2021
Q2 		$61K Sell
2,390
-10,581
-82% -$270K ﹤0.01% 5475
2021
Q1 		$329K Buy
12,971
+10,415
+407% +$265K ﹤0.01% 4921
2020
Q4 		$65K Buy
2,556
+805
+46% +$20.2K ﹤0.01% 5504
2020
Q3 		$43K Buy
1,751
+1,030
+143% +$25.2K ﹤0.01% 5559
2020
Q2 		$17K Buy
721
+100
+16% +$2.31K ﹤0.01% 5732
2020
Q1 		$14K Hold
621
– – ﹤0.01% 5679
2019
Q4 		$16K Buy
+621
New +$15.6K ﹤0.01% 5784

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo's BSJR Position: Q2 2026 in Review

Wells Fargo increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 5.7% in Q2 2026, buying an estimated $1.51M and bringing the position to 1,244,589 shares worth $27.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Wells Fargo first reported a position in BSJR in Q4 2019 and has held it in 27 quarters since. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • Wells Fargo held 1,244,589 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $27.8M as of Q2 2026.
  • Wells Fargo bought 67,439 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.51M.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #1395 holding.
  • Wells Fargo first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • 165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.