CAL
BSJS icon

Capital Analysts LLC’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Capital Analysts LLC’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 		$297K Buy
13,675
+21
+0.2% +$460 0.01% 568
2025
Q4 		$300K Sell
13,654
-121
-0.9% -$2.66K 0.01% 527
2025
Q3 		$304K Sell
13,775
-928
-6% -$20.5K 0.01% 511
2025
Q2 		$324K Buy
14,703
+167
+1% +$3.62K 0.01% 456
2025
Q1 		$315K Buy
14,536
+2,895
+25% +$63.4K 0.01% 443
2024
Q4 		$252K Buy
11,641
+168
+1% +$3.69K 0.01% 450
2024
Q3 		$254K Buy
11,473
+5,085
+80% +$111K 0.01% 430
2024
Q2 		$137K Buy
6,388
+24
+0.4% +$515 0.01% 514
2024
Q1 		$138K Sell
6,364
-266
-4% -$5.74K 0.01% 502
2023
Q4 		$144K Buy
6,630
+2,125
+47% +$44.4K 0.01% 474
2023
Q3 		$93K Buy
4,505
+973
+28% +$20.4K 0.01% 499
2023
Q2 		$74K Buy
3,532
+1,153
+48% +$24.2K ﹤0.01% 518
2023
Q1 		$50K Buy
+2,379
New +$50.1K ﹤0.01% 594

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

Capital Analysts LLC's BSJS Position: Q1 2026 in Review

Capital Analysts LLC increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 0.15% in Q1 2026, buying an estimated $460 and bringing the position to 13,675 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #568.

Capital Analysts LLC first reported a position in BSJS in Q1 2023 and has held it in 13 quarters since. The position peaked at $324K in Q2 2025. 144 funds tracked by Wall St. Rank hold BSJS as of Q1 2026.

  • Capital Analysts LLC held 13,675 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $297K as of Q1 2026.
  • Capital Analysts LLC bought 21 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $460.
  • Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #568 holding.
  • Capital Analysts LLC first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Capital Analysts LLC's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $324K in Q2 2025.
  • 144 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.