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Atomi Financial Group’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Atomi Financial Group’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 		$1.1M Buy
52,446
+611
+1% +$13K 0.03% 406
2025
Q4 		$1.11M Buy
51,835
+19,308
+59% +$415K 0.03% 375
2025
Q3 		$702K Buy
32,527
+555
+2% +$11.9K 0.02% 501
2025
Q2 		$688K Buy
31,972
+9,732
+44% +$205K 0.03% 466
2025
Q1 		$469K Buy
22,240
+359
+2% +$7.71K 0.02% 565
2024
Q4 		$468K Buy
21,881
+373
+2% +$8.07K 0.02% 510
2024
Q3 		$470K Buy
21,508
+11,909
+124% +$256K 0.03% 474
2024
Q2 		$201K Buy
+9,599
New +$202K 0.01% 744

Other funds holding BSJT

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
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
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Atomi Financial Group's BSJT Position: Q1 2026 in Review

Atomi Financial Group increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 1.2% in Q1 2026, buying an estimated $13K and bringing the position to 52,446 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #406.

Atomi Financial Group first reported a position in BSJT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q4 2025. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

  • Atomi Financial Group held 52,446 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $1.1M as of Q1 2026.
  • Atomi Financial Group bought 611 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $13K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.03% of Atomi Financial Group's portfolio in Q1 2026, its #406 holding.
  • Atomi Financial Group first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Atomi Financial Group's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $1.11M in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.