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Bitterroot Capital Advisors’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Bitterroot Capital Advisors’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 		$25K Buy
970
+16
+2% +$413 0.02% 47
2026
Q1 		$24.4K Sell
954
-6,266
-87% -$163K 0.01% 46
2025
Q4 		$188K Buy
+7,220
New +$188K 0.13% 28

Other funds holding BSJU

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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

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

Bitterroot Capital Advisors increased its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 1.7% in Q2 2026, buying an estimated $413 and bringing the position to 970 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #47.

Bitterroot Capital Advisors first reported a position in BSJU in Q4 2025 and has held it in 3 quarters since. The position peaked at $188K in Q4 2025. 73 funds tracked by Wall St. Rank hold BSJU as of Q2 2026.

  • Bitterroot Capital Advisors held 970 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $25K as of Q2 2026.
  • Bitterroot Capital Advisors bought 16 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $413.
  • Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.02% of Bitterroot Capital Advisors's portfolio in Q2 2026, its #47 holding.
  • Bitterroot Capital Advisors first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Bitterroot Capital Advisors's Invesco BulletShares 2030 High Yield Corporate Bond ETF position peaked at $188K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q2 2026.

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