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 Q2	$298K	Buy	13,698 +23	+0.2%	+$502	0.01%	609
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 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

Capital Analysts LLC's BSJS Position: Q2 2026 in Review

Capital Analysts LLC increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 0.17% in Q2 2026, buying an estimated $502 and bringing the position to 13,698 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #609.

Capital Analysts LLC first reported a position in BSJS in Q1 2023 and has held it in 14 quarters since. The position peaked at $324K in Q2 2025. 138 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

Capital Analysts LLC held 13,698 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $298K as of Q2 2026.
Capital Analysts LLC bought 23 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $502.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #609 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 14 quarters since.
Capital Analysts LLC's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $324K in Q2 2025.
138 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.