Axim Planning & Wealth’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Axim Planning & Wealth’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 Q2	$688K	Sell	32,565 -1,230	-4%	-$26.1K	0.96%	17
2026 Q1	$711K	Buy	33,795 +1,092	+3%	+$23.3K	0.86%	16
2025 Q4	$703K	Buy	32,703 +4,685	+17%	+$101K	0.74%	19
2025 Q3	$604K	Buy	+28,018	New	+$603K	0.48%	26

Other funds holding BSJT

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

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Axim Planning & Wealth reduced its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 3.6% in Q2 2026, selling an estimated $26.1K and leaving 32,565 shares worth $688K. The position accounts for 0.96% of the portfolio, ranked #17.

Axim Planning & Wealth first reported a position in BSJT in Q3 2025 and has held it in 4 quarters since. The position peaked at $711K in Q1 2026. 117 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

Axim Planning & Wealth held 32,565 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $688K as of Q2 2026.
Axim Planning & Wealth sold 1,230 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $26.1K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.96% of Axim Planning & Wealth's portfolio in Q2 2026, its #17 holding.
Axim Planning & Wealth first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Axim Planning & Wealth's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $711K in Q1 2026.
117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

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