4FG
BSJT icon

4Thought Financial Group’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

4Thought Financial Group’s Portfolio BSJT Stock Details BSJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$414K Sell
19,663
-624
-3% -$13.3K 0.2% 35
2025
Q4 		$436K Sell
20,287
-1,118
-5% -$24K 0.22% 35
2025
Q3 		$462K Sell
21,405
-7
-0% -$151 0.23% 33
2025
Q2 		$461K Sell
21,412
-710
-3% -$15K 0.24% 33
2025
Q1 		$466K Buy
22,122
+280
+1% +$6.01K 0.29% 31
2024
Q4 		$467K Buy
21,842
+490
+2% +$10.6K 0.29% 30
2024
Q3 		$467K Sell
21,352
-33
-0.2% -$710 0.29% 33
2024
Q2 		$448K Buy
21,385
+2,249
+12% +$47.3K 0.28% 34
2024
Q1 		$405K Sell
19,136
-368
-2% -$7.77K 0.27% 34
2023
Q4 		$413K Buy
19,504
+98
+0.5% +$1.98K 0.3% 31
2023
Q3 		$386K Buy
19,406
+265
+1% +$5.37K 0.31% 31
2023
Q2 		$389K Buy
19,141
+47
+0.2% +$954 0.31% 33
2023
Q1 		$392K Sell
19,094
-4
-0% -$81 0.32% 36
2022
Q4 		$381K Buy
19,098
+672
+4% +$13.4K 0.34% 34
2022
Q3 		$355K Sell
18,426
-79
-0.4% -$1.63K 0.35% 35
2022
Q2 		$369K Buy
+18,505
New +$393K 0.35% 36
2022
Q1 		– Sell
-19,682
Closed -$485K – 100
2021
Q4 		$485K Buy
+19,682
New +$484K 0.39% 33

Other funds holding BSJT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

4Thought Financial Group's BSJT Position: Q1 2026 in Review

4Thought Financial Group reduced its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 3.1% in Q1 2026, selling an estimated $13.3K and leaving 19,663 shares worth $414K. The position accounts for 0.2% of the portfolio, ranked #35.

4Thought Financial Group first reported a position in BSJT in Q4 2021 and has held it in 17 quarters since. The position peaked at $485K in Q4 2021. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

  • 4Thought Financial Group held 19,663 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $414K as of Q1 2026.
  • 4Thought Financial Group sold 624 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $13.3K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.2% of 4Thought Financial Group's portfolio in Q1 2026, its #35 holding.
  • 4Thought Financial Group first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • 4Thought Financial Group's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $485K in Q4 2021.
  • 111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

Based on 4Thought Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.