WESPAC Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

WESPAC Advisors’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	$273K	Sell	12,359 -159	-1%	-$3.55K	0.14%	166
2026 Q2	$280K	Hold	12,518	–	–	0.14%	155
2026 Q1	$280K	Hold	12,518	–	–	0.15%	138
2025 Q4	$283K	Sell	12,518 -1,439	-10%	-$32.6K	0.15%	138
2025 Q3	$317K	Buy	13,957 +145	+1%	+$3.3K	0.19%	140
2025 Q2	$314K	Hold	13,812	–	–	0.22%	136
2025 Q1	$309K	Hold	13,812	–	–	0.25%	117
2024 Q4	$309K	Buy	+13,812	New	+$312K	0.23%	137
2024 Q1	–	Sell	-11,716	Closed	-$262K	–	172
2023 Q4	$262K	Buy	+11,716	New	+$254K	0.18%	125

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

Verity Asset Management Durham, North Carolina $259M AUM 21.69% 1-Year Est. Return

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

SFE Investment Counsel Los Angeles, California $747M AUM 27.5% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

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

WESPAC Advisors's BSJR Position: Q3 2026 in Review

WESPAC Advisors reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 1.3% in Q3 2026, selling an estimated $3.55K and leaving 12,359 shares worth $273K. The position accounts for 0.14% of the portfolio, ranked #166.

WESPAC Advisors first reported a position in BSJR in Q4 2023 and has held it in 9 quarters since. The position peaked at $317K in Q3 2025. 70 funds tracked by Wall St. Rank hold BSJR as of Q3 2026.

WESPAC Advisors held 12,359 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $273K as of Q3 2026.
WESPAC Advisors sold 159 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $3.55K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.14% of WESPAC Advisors's portfolio in Q3 2026, its #166 holding.
WESPAC Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2023 and has held it in 9 quarters since.
WESPAC Advisors's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $317K in Q3 2025.
70 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.