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Axim Planning & Wealth’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Axim Planning & Wealth’s Portfolio BSJU Stock Details BSJU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$685K Sell
26,541
-573
-2% -$14.8K 0.96% 19
2026
Q1 		$694K Buy
27,114
+1,048
+4% +$27.2K 0.84% 19
2025
Q4 		$680K Buy
+26,066
New +$679K 0.72% 21

Other funds holding BSJU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GGI
GPM Growth Investors Bloomfield Hills, Michigan $239M AUM 11.87% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Axim Planning & Wealth reduced its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 2.1% in Q2 2026, selling an estimated $14.8K and leaving 26,541 shares worth $685K. The position accounts for 0.96% of the portfolio, ranked #19.

Axim Planning & Wealth first reported a position in BSJU in Q4 2025 and has held it in 3 quarters since. The position peaked at $694K in Q1 2026. 74 funds tracked by Wall St. Rank hold BSJU as of Q2 2026.

  • Axim Planning & Wealth held 26,541 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $685K as of Q2 2026.
  • Axim Planning & Wealth sold 573 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $14.8K.
  • Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.96% of Axim Planning & Wealth's portfolio in Q2 2026, its #19 holding.
  • Axim Planning & Wealth first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Axim Planning & Wealth's Invesco BulletShares 2030 High Yield Corporate Bond ETF position peaked at $694K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q2 2026.

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