Avior Wealth Management
BSJT icon

Avior Wealth Management’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Avior Wealth Management’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
Q3 		$8.59M Buy
415,930
+16,322
+4% +$344K 0.23% 91
2026
Q2 		$8.44M Buy
+399,608
New +$8.47M 0.22% 94

Other funds holding BSJT

SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
BCI
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Avior Wealth Management's BSJT Position: Q3 2026 in Review

Avior Wealth Management increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 4.1% in Q3 2026, buying an estimated $344K and bringing the position to 415,930 shares worth $8.59M. The position accounts for 0.23% of the portfolio, ranked #91.

Avior Wealth Management first reported a position in BSJT in Q2 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold BSJT as of Q3 2026.

  • Avior Wealth Management held 415,930 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $8.59M as of Q3 2026.
  • Avior Wealth Management bought 16,322 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $344K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.23% of Avior Wealth Management's portfolio in Q3 2026, its #91 holding.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.