4Thought Financial Group’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

4Thought Financial Group’s Portfolio BSJV Stock Details BSJV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$437K	Buy	16,646 +775	+5%	+$20.4K	0.21%	32
2026 Q1	$413K	Sell	15,871 -532	-3%	-$14.1K	0.2%	36
2025 Q4	$438K	Buy	16,403 +2,729	+20%	+$72.6K	0.22%	32
2025 Q3	$366K	Sell	13,674 -12	-0.1%	-$319	0.19%	37
2025 Q2	$365K	Sell	13,686 -463	-3%	-$12.1K	0.19%	38
2025 Q1	$368K	Buy	14,149 +167	+1%	+$4.39K	0.23%	36
2024 Q4	$364K	Buy	13,982 +327	+2%	+$8.66K	0.23%	34
2024 Q3	$367K	Sell	13,655 -51	-0.4%	-$1.36K	0.23%	37
2024 Q2	$357K	Buy	13,706 +1,472	+12%	+$38.2K	0.22%	40
2024 Q1	$322K	Sell	12,234 -251	-2%	-$6.56K	0.21%	38
2023 Q4	$329K	Buy	+12,485	New	+$313K	0.24%	37

Other funds holding BSJV

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $324M AUM 38.14% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

HWM

Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

4Thought Financial Group's BSJV Position: Q2 2026 in Review

4Thought Financial Group increased its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 4.9% in Q2 2026, buying an estimated $20.4K and bringing the position to 16,646 shares worth $437K. The position accounts for 0.21% of the portfolio, ranked #32.

4Thought Financial Group first reported a position in BSJV in Q4 2023 and has held it in 11 quarters since. The position peaked at $438K in Q4 2025. 15 funds tracked by Wall St. Rank hold BSJV as of Q2 2026.

4Thought Financial Group held 16,646 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $437K as of Q2 2026.
4Thought Financial Group bought 775 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $20.4K.
Invesco BulletShares 2031 High Yield Corporate Bond ETF made up 0.21% of 4Thought Financial Group's portfolio in Q2 2026, its #32 holding.
4Thought Financial Group first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
4Thought Financial Group's Invesco BulletShares 2031 High Yield Corporate Bond ETF position peaked at $438K in Q4 2025.
15 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.