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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
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 $377B AUM 19.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
GGI
GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Axim Planning & Wealth's BSJU Position: Q1 2026 in Review

Axim Planning & Wealth increased its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 4% in Q1 2026, buying an estimated $27.2K and bringing the position to 27,114 shares worth $694K. The position accounts for 0.84% of the portfolio, ranked #19.

Axim Planning & Wealth first reported a position in BSJU in Q4 2025 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold BSJU as of Q1 2026.

  • Axim Planning & Wealth held 27,114 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $694K as of Q1 2026.
  • Axim Planning & Wealth bought 1,048 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $27.2K.
  • Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.84% of Axim Planning & Wealth's portfolio in Q1 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 2 quarters since.
  • 77 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.