AA Financial Advisors’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

AA Financial Advisors’s Portfolio BSJS Stock Details BSJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$868K	Buy	40,509 +2,747	+7%	+$59.7K	0.1%	125
2026 Q2	$821K	Buy	37,762 +4,665	+14%	+$102K	0.1%	121
2026 Q1	$718K	Buy	33,097 +2,897	+10%	+$63.5K	0.1%	127
2025 Q4	$664K	Buy	30,200 +13,535	+81%	+$298K	0.12%	110
2025 Q3	$368K	Buy	16,665 +868	+5%	+$19.1K	0.07%	137
2025 Q2	$348K	Buy	+15,797	New	+$343K	0.08%	136

Other funds holding BSJS

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

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 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

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

AA Financial Advisors's BSJS Position: Q3 2026 in Review

AA Financial Advisors increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 7.3% in Q3 2026, buying an estimated $59.7K and bringing the position to 40,509 shares worth $868K. The position accounts for 0.1% of the portfolio, ranked #125.

AA Financial Advisors first reported a position in BSJS in Q2 2025 and has held it in 6 quarters since. 37 funds tracked by Wall St. Rank hold BSJS as of Q3 2026.

AA Financial Advisors held 40,509 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $868K as of Q3 2026.
AA Financial Advisors bought 2,747 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $59.7K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.1% of AA Financial Advisors's portfolio in Q3 2026, its #125 holding.
AA Financial Advisors first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
37 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.