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Ark Wealth Advisors’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Ark Wealth Advisors’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 		$606K Sell
23,497
-794
-3% -$20.5K 0.54% 63
2026
Q1 		$622K Buy
24,291
+5,634
+30% +$146K 0.62% 61
2025
Q4 		$487K Buy
+18,657
New +$486K 0.52% 58

Other funds holding BSJU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Mercer Global Advisors
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
EH
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ark Wealth Advisors's BSJU Position: Q2 2026 in Review

Ark Wealth Advisors reduced its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 3.3% in Q2 2026, selling an estimated $20.5K and leaving 23,497 shares worth $606K. The position accounts for 0.54% of the portfolio, ranked #63.

Ark Wealth Advisors first reported a position in BSJU in Q4 2025 and has held it in 3 quarters since. The position peaked at $622K in Q1 2026. 73 funds tracked by Wall St. Rank hold BSJU as of Q2 2026.

  • Ark Wealth Advisors held 23,497 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $606K as of Q2 2026.
  • Ark Wealth Advisors sold 794 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $20.5K.
  • Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.54% of Ark Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Ark Wealth Advisors first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Ark Wealth Advisors's Invesco BulletShares 2030 High Yield Corporate Bond ETF position peaked at $622K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q2 2026.

Based on Ark Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.