Altrius Capital Management’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Altrius Capital Management’s Portfolio BSJU Stock Details BSJU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.55M	Buy	60,133 +407	+0.7%	+$10.5K	0.29%	68
2026 Q1	$1.53M	Buy	59,726 +14,678	+33%	+$381K	0.3%	67
2025 Q4	$1.18M	Buy	45,048 +36,390	+420%	+$948K	0.25%	72
2025 Q3	$226K	Buy	+8,658	New	+$226K	0.05%	85

Other funds holding BSJU

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

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

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

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

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

GGI

GPM Growth Investors Bloomfield Hills, Michigan $239M AUM 11.87% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

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

Altrius Capital Management increased its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 0.68% in Q2 2026, buying an estimated $10.5K and bringing the position to 60,133 shares worth $1.55M. The position accounts for 0.29% of the portfolio, ranked #68.

Altrius Capital Management first reported a position in BSJU in Q3 2025 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold BSJU as of Q2 2026.

Altrius Capital Management held 60,133 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $1.55M as of Q2 2026.
Altrius Capital Management bought 407 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $10.5K.
Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.29% of Altrius Capital Management's portfolio in Q2 2026, its #68 holding.
Altrius Capital Management first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
73 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q2 2026.

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