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AE Wealth Management’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

AE Wealth 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
2025
Q3 		– Sell
-25
Closed -$538 – 2291
2025
Q2 		$538 Buy
+25
New +$527 ﹤0.01% 2103

Other funds holding BSJT

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EH
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

AE Wealth Management's BSJT Position: Q3 2025 in Review

AE Wealth Management sold out of Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) in Q3 2025, closing a stake of 25 shares — an estimated $538 sold.

AE Wealth Management first reported a position in BSJT in Q2 2025 and held it in 1 quarter. The position peaked at $538 in Q2 2025. 89 funds tracked by Wall St. Rank hold BSJT as of Q3 2025.

  • AE Wealth Management reported no remaining Invesco BulletShares 2029 High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 25 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q3 2025, an estimated $538.
  • AE Wealth Management first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • AE Wealth Management's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $538 in Q2 2025.
  • 89 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.