Wolff Wiese Magana’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Wolff Wiese Magana’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	$32.3K	Hold	1,445	–	–	0.01%	297
2026 Q1	$32.3K	Hold	1,445	–	–	0.02%	267
2025 Q4	$32.7K	Buy	1,445 +445	+45%	+$10.1K	0.02%	261
2025 Q3	$22.7K	Hold	1,000	–	–	0.01%	304
2025 Q2	$22.7K	Buy	1,000 +190	+23%	+$4.27K	0.01%	278
2025 Q1	$18.1K	Buy	810 +420	+108%	+$9.48K	0.01%	312
2024 Q4	$8.74K	Buy	390 +256	+191%	+$5.78K	0.01%	446
2024 Q3	$3.04K	Buy	+134	New	+$3K	﹤0.01%	665

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

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

Wolff Wiese Magana's BSJR Position: Q2 2026 in Review

Wolff Wiese Magana held its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) position steady in Q2 2026 at 1,445 shares worth $32.3K. The position accounts for 0.01% of the portfolio, ranked #297.

Wolff Wiese Magana first reported a position in BSJR in Q3 2024 and has held it in 8 quarters since. The position peaked at $32.7K in Q4 2025. 167 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Wolff Wiese Magana held 1,445 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $32.3K as of Q2 2026.
Wolff Wiese Magana 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 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #297 holding.
Wolff Wiese Magana first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Wolff Wiese Magana's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $32.7K in Q4 2025.
167 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.