AWA
BSJS icon

Arete Wealth Advisors’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Arete Wealth Advisors’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
2025
Q4 		– Sell
-13,923
Closed -$307K – 770
2025
Q3 		$307K Hold
13,923
– – 0.02% 591
2025
Q2 		$307K Hold
13,923
– – 0.02% 550
2025
Q1 		$301K Sell
13,923
-1,117
-7% -$24.5K 0.02% 527
2024
Q4 		$328K Buy
15,040
+439
+3% +$9.65K 0.02% 527
2024
Q3 		$323K Buy
14,601
+1,117
+8% +$24.4K 0.03% 493
2024
Q2 		$289K Buy
13,484
+1,335
+11% +$28.7K 0.02% 539
2024
Q1 		$263K Buy
+12,149
New +$262K 0.02% 356

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UBS Group
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HIP
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CAPTRUST Financial Advisors
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Mercer Global Advisors
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PWM
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