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 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 $377B AUM 19.32% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

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

TLP

Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

GGI

GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return

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

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

Altrius Capital Management's BSJU Position: Q1 2026 in Review

Altrius Capital Management increased its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 33% in Q1 2026, buying an estimated $381K and bringing the position to 59,726 shares worth $1.53M. The position accounts for 0.3% of the portfolio, ranked #67.

Altrius Capital Management first reported a position in BSJU in Q3 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold BSJU as of Q1 2026.

Altrius Capital Management held 59,726 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $1.53M as of Q1 2026.
Altrius Capital Management bought 14,678 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $381K.
Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.3% of Altrius Capital Management's portfolio in Q1 2026, its #67 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 3 quarters since.
77 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q1 2026.

Based on Altrius Capital Management's 13F filing for Q1 2026, filed 5 May 2026.