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Capital Analysts LLC’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Capital Analysts LLC’s Portfolio BSJT Stock Details BSJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$190K Buy
9,046
+2,553
+39% +$54.5K 0.01% 650
2025
Q4 		$140K Sell
6,493
-148
-2% -$3.18K ﹤0.01% 690
2025
Q3 		$143K Hold
6,641
– – ﹤0.01% 654
2025
Q2 		$143K Buy
6,641
+148
+2% +$3.12K ﹤0.01% 596
2025
Q1 		$137K Sell
6,493
-148
-2% -$3.18K 0.01% 579
2024
Q4 		$142K Buy
6,641
+148
+2% +$3.2K 0.01% 545
2024
Q3 		$142K Buy
6,493
+3,741
+136% +$80.5K 0.01% 525
2024
Q2 		$58K Buy
2,752
+1,004
+57% +$21.1K ﹤0.01% 672
2024
Q1 		$37K Sell
1,748
-295
-14% -$6.23K ﹤0.01% 723
2023
Q4 		$43K Buy
+2,043
New +$41.3K ﹤0.01% 685

Other funds holding BSJT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Capital Analysts LLC increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 39% in Q1 2026, buying an estimated $54.5K and bringing the position to 9,046 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #650.

Capital Analysts LLC first reported a position in BSJT in Q4 2023 and has held it in 10 quarters since. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

  • Capital Analysts LLC held 9,046 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $190K as of Q1 2026.
  • Capital Analysts LLC bought 2,553 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $54.5K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #650 holding.
  • Capital Analysts LLC first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

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