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Asset Dedication LLC’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Asset Dedication LLC’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
Q1 		$104K Buy
+4,046
New +$105K 0.01% 387
2025
Q3 		– Sell
-300
Closed -$7.8K – 1150
2025
Q2 		$7.8K Hold
300
– – ﹤0.01% 853
2025
Q1 		$7.65K Hold
300
– – ﹤0.01% 802
2024
Q4 		$7.7K Hold
300
– – ﹤0.01% 794
2024
Q3 		$7.92K Hold
300
– – ﹤0.01% 836
2024
Q2 		$7.62K Buy
+300
New +$7.64K ﹤0.01% 852

Other funds holding BSJU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
GGI
GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Asset Dedication LLC's BSJU Position: Q1 2026 in Review

Asset Dedication LLC opened a new position in Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) in Q1 2026: 4,046 shares worth $104K. The stake represents 0.01% of the portfolio and ranks #387 among its holdings. This is a return to the name: Asset Dedication LLC previously reported a position in BSJU as recently as Q2 2025.

Asset Dedication LLC first reported a position in BSJU in Q2 2024 and has held it in 6 quarters since. 77 funds tracked by Wall St. Rank hold BSJU as of Q1 2026.

  • Asset Dedication LLC held 4,046 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $104K as of Q1 2026.
  • Invesco BulletShares 2030 High Yield Corporate Bond ETF was a new Asset Dedication LLC position in Q1 2026.
  • Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.01% of Asset Dedication LLC's portfolio in Q1 2026, its #387 holding.
  • Asset Dedication LLC first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q2 2024 and has held it in 6 quarters since.
  • 77 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.