Anchor Investment Management’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Anchor Investment 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 Q1	$185K	Hold	8,525	–	–	0.02%	393
2025 Q4	$188K	Buy	8,525 +1,600	+23%	+$35.2K	0.02%	388
2025 Q3	$153K	Buy	6,925 +5,500	+386%	+$121K	0.01%	419
2025 Q2	$31.4K	Buy	1,425 +1,000	+235%	+$21.7K	﹤0.01%	649
2025 Q1	$9.2K	Hold	425	–	–	﹤0.01%	803
2024 Q4	$9.21K	Hold	425	–	–	﹤0.01%	804
2024 Q3	$9.42K	Hold	425	–	–	﹤0.01%	794
2024 Q2	$9.13K	Hold	425	–	–	﹤0.01%	768
2024 Q1	$9.21K	Buy	+425	New	+$9.17K	﹤0.01%	794

Other funds holding BSJS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Anchor Investment Management's BSJS Position: Q1 2026 in Review

Anchor Investment Management held its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) position steady in Q1 2026 at 8,525 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #393.

Anchor Investment Management first reported a position in BSJS in Q1 2024 and has held it in 9 quarters since. The position peaked at $188K in Q4 2025. 144 funds tracked by Wall St. Rank hold BSJS as of Q1 2026.

Anchor Investment Management held 8,525 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $185K as of Q1 2026.
Anchor Investment Management left its Invesco BulletShares 2028 High Yield Corporate Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.02% of Anchor Investment Management's portfolio in Q1 2026, its #393 holding.
Anchor Investment Management first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Anchor Investment Management's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $188K in Q4 2025.
144 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.