Bradley & Co Private Wealth Management’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Bradley & Co Private Wealth Management’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 Q1	$258K	Hold	12,270	–	–	0.14%	51
2025 Q4	$264K	Hold	12,270	–	–	0.14%	49
2025 Q3	$265K	Hold	12,270	–	–	0.15%	42
2025 Q2	$264K	Buy	+12,270	New	+$259K	0.16%	37

Other funds holding BSJT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bradley & Co Private Wealth Management's BSJT Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) position steady in Q1 2026 at 12,270 shares worth $258K. The position accounts for 0.14% of the portfolio, ranked #51.

Bradley & Co Private Wealth Management first reported a position in BSJT in Q2 2025 and has held it in 4 quarters since. The position peaked at $265K in Q3 2025. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

Bradley & Co Private Wealth Management held 12,270 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $258K as of Q1 2026.
Bradley & Co Private Wealth Management left its Invesco BulletShares 2029 High Yield Corporate Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.14% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #51 holding.
Bradley & Co Private Wealth Management first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
Bradley & Co Private Wealth Management's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $265K in Q3 2025.
111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.