BOLTON SECURITIES CORPORATION’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

BOLTON SECURITIES CORPORATION’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	$143K	Sell	6,450 -250	-4%	-$5.58K	0.01%	1017
2026 Q2	$150K	Hold	6,700	–	–	0.01%	990
2026 Q1	$150K	Buy	+6,700	New	+$151K	0.01%	895
2025 Q3	$83K	Buy	+3,650	New	+$82.9K	﹤0.01%	1032

Other funds holding BSJR

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 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

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BSJR Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 3.7% in Q3 2026, selling an estimated $5.58K and leaving 6,450 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #1017.

BOLTON SECURITIES CORPORATION first reported a position in BSJR in Q3 2025 and has held it in 4 quarters since. The position peaked at $150K in Q1 2026. 129 funds tracked by Wall St. Rank hold BSJR as of Q3 2026.

BOLTON SECURITIES CORPORATION held 6,450 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $143K as of Q3 2026.
BOLTON SECURITIES CORPORATION sold 250 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $5.58K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1017 holding.
BOLTON SECURITIES CORPORATION first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
BOLTON SECURITIES CORPORATION's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $150K in Q1 2026.
129 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.