Axim Planning & Wealth’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Axim Planning & Wealth’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 Q2	$679K	Sell	31,220 -1,522	-5%	-$33.2K	0.95%	20
2026 Q1	$710K	Buy	32,742 +231	+0.7%	+$5.07K	0.86%	17
2025 Q4	$715K	Buy	32,511 +4,857	+18%	+$107K	0.75%	18
2025 Q3	$611K	Buy	+27,654	New	+$610K	0.48%	23

Other funds holding BSJS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Axim Planning & Wealth's BSJS Position: Q2 2026 in Review

Axim Planning & Wealth reduced its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 4.6% in Q2 2026, selling an estimated $33.2K and leaving 31,220 shares worth $679K. The position accounts for 0.95% of the portfolio, ranked #20.

Axim Planning & Wealth first reported a position in BSJS in Q3 2025 and has held it in 4 quarters since. The position peaked at $715K in Q4 2025. 138 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

Axim Planning & Wealth held 31,220 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $679K as of Q2 2026.
Axim Planning & Wealth sold 1,522 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $33.2K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.95% of Axim Planning & Wealth's portfolio in Q2 2026, its #20 holding.
Axim Planning & Wealth first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Axim Planning & Wealth's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $715K in Q4 2025.
138 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.