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Asset Dedication LLC’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Asset Dedication LLC’s Portfolio BSJT Stock Details BSJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$283K Sell
13,398
-10,458
-44% -$222K 0.02% 289
2026
Q1 		$502K Buy
23,856
+14,191
+147% +$303K 0.04% 225
2025
Q4 		$208K Hold
9,665
– – 0.01% 312
2025
Q3 		$208K Hold
9,665
– – 0.01% 325
2025
Q2 		$208K Buy
+9,665
New +$204K 0.02% 320

Other funds holding BSJT

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Asset Dedication LLC's BSJT Position: Q2 2026 in Review

Asset Dedication LLC reduced its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 44% in Q2 2026, selling an estimated $222K and leaving 13,398 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #289.

Asset Dedication LLC first reported a position in BSJT in Q2 2025 and has held it in 5 quarters since. The position peaked at $502K in Q1 2026. 117 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

  • Asset Dedication LLC held 13,398 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $283K as of Q2 2026.
  • Asset Dedication LLC sold 10,458 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $222K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.02% of Asset Dedication LLC's portfolio in Q2 2026, its #289 holding.
  • Asset Dedication LLC first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Asset Dedication LLC's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $502K in Q1 2026.
  • 117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.