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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
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 $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BXM Wealth's BSJS Position: Q1 2026 in Review

BXM Wealth increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 1.2% in Q1 2026, buying an estimated $3.13K and bringing the position to 11,997 shares worth $260K. The position accounts for 0.2% of the portfolio, ranked #108.

BXM Wealth first reported a position in BSJS in Q2 2025 and has held it in 4 quarters since. The position peaked at $261K in Q4 2025. 144 funds tracked by Wall St. Rank hold BSJS as of Q1 2026.

  • BXM Wealth held 11,997 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $260K as of Q1 2026.
  • BXM Wealth bought 143 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $3.13K.
  • Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.2% of BXM Wealth's portfolio in Q1 2026, its #108 holding.
  • BXM Wealth first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • BXM Wealth's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $261K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q1 2026.

Based on BXM Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.