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	–	410
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

Other funds holding BSJS

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

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

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

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Arete Wealth Advisors's BSJS Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q4 2025, closing a stake of 13,923 shares — an estimated $307K sold.

Arete Wealth Advisors first reported a position in BSJS in Q1 2024 and held it in 7 quarters. The position peaked at $328K in Q4 2024. 137 funds tracked by Wall St. Rank hold BSJS as of Q4 2025.

Arete Wealth Advisors reported no remaining Invesco BulletShares 2028 High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 13,923 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q4 2025, an estimated $307K.
Arete Wealth Advisors first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q1 2024 and held it in 7 quarters.
Arete Wealth Advisors's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $328K in Q4 2024.
137 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.