Altrius Capital Management’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Altrius Capital Management’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 Q2	$883K	Sell	40,607 -1,654	-4%	-$36.1K	0.17%	75
2026 Q1	$916K	Sell	42,261 -916	-2%	-$20.1K	0.18%	74
2025 Q4	$950K	Sell	43,177 -3,412	-7%	-$75.1K	0.2%	73
2025 Q3	$1.03M	Buy	46,589 +15,910	+52%	+$351K	0.23%	70
2025 Q2	$676K	Buy	30,679 +10,304	+51%	+$223K	0.16%	75
2025 Q1	$441K	Buy	+20,375	New	+$446K	0.11%	76

Other funds holding BSJS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

MCP

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Altrius Capital Management's BSJS Position: Q2 2026 in Review

Altrius Capital Management reduced its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 3.9% in Q2 2026, selling an estimated $36.1K and leaving 40,607 shares worth $883K. The position accounts for 0.17% of the portfolio, ranked #75.

Altrius Capital Management first reported a position in BSJS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.03M in Q3 2025. 139 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

Altrius Capital Management held 40,607 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $883K as of Q2 2026.
Altrius Capital Management sold 1,654 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $36.1K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.17% of Altrius Capital Management's portfolio in Q2 2026, its #75 holding.
Altrius Capital Management first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Altrius Capital Management's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $1.03M in Q3 2025.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on Altrius Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.