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Bitterroot Capital Advisors’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Bitterroot Capital Advisors’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 		$87.4K Buy
4,138
+67
+2% +$1.42K 0.05% 38
2026
Q1 		$85.6K Sell
4,071
-3,490
-46% -$74.5K 0.05% 36
2025
Q4 		$163K Buy
+7,561
New +$163K 0.11% 30

Other funds holding BSJT

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bitterroot Capital Advisors's BSJT Position: Q2 2026 in Review

Bitterroot Capital Advisors increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 1.6% in Q2 2026, buying an estimated $1.42K and bringing the position to 4,138 shares worth $87.4K. The position accounts for 0.05% of the portfolio, ranked #38.

Bitterroot Capital Advisors first reported a position in BSJT in Q4 2025 and has held it in 3 quarters since. The position peaked at $163K in Q4 2025. 117 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

  • Bitterroot Capital Advisors held 4,138 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $87.4K as of Q2 2026.
  • Bitterroot Capital Advisors bought 67 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.42K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.05% of Bitterroot Capital Advisors's portfolio in Q2 2026, its #38 holding.
  • Bitterroot Capital Advisors first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Bitterroot Capital Advisors's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $163K in Q4 2025.
  • 117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on Bitterroot Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.