BridgePort Financial Solutions’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

BridgePort Financial Solutions’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	–	Sell	-8,118	Closed	-$212K	–	238
2025 Q4	$212K	Buy	8,118 +131	+2%	+$3.41K	0.06%	230
2025 Q3	$209K	Buy	7,987 +131	+2%	+$3.41K	0.06%	226
2025 Q2	$204K	Buy	+7,856	New	+$200K	0.07%	192

Other funds holding BSJU

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

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

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

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

BridgePort Financial Solutions's BSJU Position: Q1 2026 in Review

BridgePort Financial Solutions sold out of Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) in Q1 2026, closing a stake of 8,118 shares — an estimated $212K sold.

BridgePort Financial Solutions first reported a position in BSJU in Q2 2025 and held it in 3 quarters. The position peaked at $212K in Q4 2025. 77 funds tracked by Wall St. Rank hold BSJU as of Q1 2026.

BridgePort Financial Solutions reported no remaining Invesco BulletShares 2030 High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
BridgePort Financial Solutions sold 8,118 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $212K.
BridgePort Financial Solutions first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q2 2025 and held it in 3 quarters.
BridgePort Financial Solutions's Invesco BulletShares 2030 High Yield Corporate Bond ETF position peaked at $212K in Q4 2025.
77 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.