Atria Investments’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Atria Investments’s Portfolio BSJS Stock Details BSJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.47M	Sell	67,741 -113,342	-63%	-$2.49M	0.02%	851
2025 Q4	$3.98M	Buy	181,083 +25,212	+16%	+$555K	0.05%	453
2025 Q3	$3.44M	Buy	+155,871	New	+$3.44M	0.04%	521

Other funds holding BSJS

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Atria Investments's BSJS Position: Q1 2026 in Review

Atria Investments reduced its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 63% in Q1 2026, selling an estimated $2.49M and leaving 67,741 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #851.

Atria Investments first reported a position in BSJS in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.98M in Q4 2025. 144 funds tracked by Wall St. Rank hold BSJS as of Q1 2026.

Atria Investments held 67,741 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $1.47M as of Q1 2026.
Atria Investments sold 113,342 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $2.49M.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.02% of Atria Investments's portfolio in Q1 2026, its #851 holding.
Atria Investments first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
Atria Investments's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $3.98M in Q4 2025.
144 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.