Astoria Portfolio Advisors’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Astoria Portfolio Advisors’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 Q1	$954K	Sell	44,892 -28	-0.1%	-$598	0.2%	80
2025 Q4	$958K	Buy	44,920 +2,505	+6%	+$53.8K	0.22%	72
2025 Q3	$914K	Sell	42,415 -612	-1%	-$13.2K	0.24%	67
2025 Q2	$923K	Sell	43,027 -12,025	-22%	-$253K	0.26%	78
2025 Q1	$1.15M	Buy	55,052 +38,682	+236%	+$830K	0.39%	56
2024 Q4	$350K	Buy	+16,370	New	+$354K	0.12%	142

Other funds holding BSJT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Astoria Portfolio Advisors's BSJT Position: Q1 2026 in Review

Astoria Portfolio Advisors reduced its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 0.06% in Q1 2026, selling an estimated $598 and leaving 44,892 shares worth $954K. The position accounts for 0.2% of the portfolio, ranked #80.

Astoria Portfolio Advisors first reported a position in BSJT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q1 2025. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

Astoria Portfolio Advisors held 44,892 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $954K as of Q1 2026.
Astoria Portfolio Advisors sold 28 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $598.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.2% of Astoria Portfolio Advisors's portfolio in Q1 2026, its #80 holding.
Astoria Portfolio Advisors first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Astoria Portfolio Advisors's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $1.15M in Q1 2025.
111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.