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BXM Wealth’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

BXM Wealth’s Portfolio BSJS Stock Details BSJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$329K Buy
15,137
+3,140
+26% +$68.5K 0.18% 122
2026
Q1 		$260K Buy
11,997
+143
+1% +$3.13K 0.2% 108
2025
Q4 		$261K Buy
11,854
+150
+1% +$3.3K 0.2% 102
2025
Q3 		$258K Buy
11,704
+1,679
+17% +$37K 0.24% 107
2025
Q2 		$221K Buy
+10,025
New +$217K 0.26% 98

Other funds holding BSJS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

BXM Wealth's BSJS Position: Q2 2026 in Review

BXM Wealth increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 26% in Q2 2026, buying an estimated $68.5K and bringing the position to 15,137 shares worth $329K. The position accounts for 0.18% of the portfolio, ranked #122.

BXM Wealth first reported a position in BSJS in Q2 2025 and has held it in 5 quarters since. 138 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

  • BXM Wealth held 15,137 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $329K as of Q2 2026.
  • BXM Wealth bought 3,140 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $68.5K.
  • Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.18% of BXM Wealth's portfolio in Q2 2026, its #122 holding.
  • BXM Wealth first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 138 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.