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Advyzon Investment Management’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Advyzon Investment Management’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 		$240K Sell
11,415
-2,793
-20% -$59.6K 0.02% 613
2025
Q4 		$306K Buy
14,208
+1,766
+14% +$38K 0.04% 441
2025
Q3 		$268K Buy
12,442
+1,189
+11% +$25.6K 0.05% 349
2025
Q2 		$242K Sell
11,253
-611
-5% -$12.9K 0.05% 322
2025
Q1 		$250K Sell
11,864
-5,333
-31% -$114K 0.09% 220
2024
Q4 		$368K Buy
+17,197
New +$372K 0.14% 133

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

Advyzon Investment Management's BSJT Position: Q1 2026 in Review

Advyzon Investment Management reduced its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 20% in Q1 2026, selling an estimated $59.6K and leaving 11,415 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #613.

Advyzon Investment Management first reported a position in BSJT in Q4 2024 and has held it in 6 quarters since. The position peaked at $368K in Q4 2024. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

  • Advyzon Investment Management held 11,415 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $240K as of Q1 2026.
  • Advyzon Investment Management sold 2,793 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $59.6K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.02% of Advyzon Investment Management's portfolio in Q1 2026, its #613 holding.
  • Advyzon Investment Management first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Advyzon Investment Management's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $368K in Q4 2024.
  • 111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.