ADL
BSJV icon

Asset Dedication LLC’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

Asset Dedication LLC’s Portfolio BSJV Stock Details BSJV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.9K Buy
+765
New +$20.3K ﹤0.01% 649

Other funds holding BSJV

LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

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

Asset Dedication LLC opened a new position in Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) in Q1 2026: 765 shares worth $19.9K. The stake represents ﹤0.01% of the portfolio and ranks #649 among its holdings.

50 funds tracked by Wall St. Rank hold BSJV as of Q1 2026.

  • Asset Dedication LLC held 765 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $19.9K as of Q1 2026.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF was a new Asset Dedication LLC position in Q1 2026.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q1 2026, its #649 holding.
  • 50 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q1 2026.

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