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 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%	+$3.29K	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

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

WESPAC Advisors's BSJR Position: Q2 2026 in Review

WESPAC Advisors held its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) position steady in Q2 2026 at 12,518 shares worth $280K. The position accounts for 0.14% of the portfolio, ranked #155.

WESPAC Advisors first reported a position in BSJR in Q4 2023 and has held it in 8 quarters since. The position peaked at $317K in Q3 2025. 166 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

WESPAC Advisors held 12,518 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $280K as of Q2 2026.
WESPAC Advisors left its Invesco BulletShares 2027 High Yield Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.14% of WESPAC Advisors's portfolio in Q2 2026, its #155 holding.
WESPAC Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2023 and has held it in 8 quarters since.
WESPAC Advisors's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $317K in Q3 2025.
166 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.