WFA of San Diego’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

WFA of San Diego’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	–	Sell	-8,203	Closed	-$183K	–	130
2026 Q1	$183K	Hold	8,203	–	–	0.15%	90
2025 Q4	$186K	Sell	8,203 -3,629	-31%	-$82.2K	0.14%	98
2025 Q3	$269K	Buy	11,832 +7,454	+170%	+$169K	0.18%	81
2025 Q2	$99.4K	Buy	+4,378	New	+$98.3K	0.07%	136

Other funds holding BSJR

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 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

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

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

WFA of San Diego's BSJR Position: Q2 2026 in Review

WFA of San Diego sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q2 2026, closing a stake of 8,203 shares — an estimated $183K sold.

WFA of San Diego first reported a position in BSJR in Q2 2025 and held it in 4 quarters. The position peaked at $269K in Q3 2025. 167 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

WFA of San Diego reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 8,203 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $183K.
WFA of San Diego first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q2 2025 and held it in 4 quarters.
WFA of San Diego's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $269K in Q3 2025.
167 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.