Advisory Alpha’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Advisory Alpha’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 Q1	$6.55M	Buy	302,172 +16,074	+6%	+$352K	0.18%	69
2025 Q4	$6.29M	Buy	286,098 +6,017	+2%	+$132K	0.17%	71
2025 Q3	$6.19M	Buy	280,081 +14,768	+6%	+$326K	0.17%	71
2025 Q2	$5.85M	Buy	265,313 +42,336	+19%	+$918K	0.18%	69
2025 Q1	$4.83M	Buy	222,977 +36,763	+20%	+$805K	0.16%	75
2024 Q4	$4.04M	Buy	186,214 +547	+0.3%	+$12K	0.14%	73
2024 Q3	$4.11M	Buy	185,667 +15,107	+9%	+$330K	0.15%	69
2024 Q2	$3.66M	Buy	170,560 +12,237	+8%	+$263K	0.14%	74
2024 Q1	$3.43M	Buy	158,323 +3,458	+2%	+$74.6K	0.14%	85
2023 Q4	$3.35M	Buy	+154,865	New	+$3.24M	0.15%	84

Other funds holding BSJS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return