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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
Q2 		$191K Hold
9,046
– – ﹤0.01% 704
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 $445B AUM 25.58% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

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

Capital Analysts LLC held its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) position steady in Q2 2026 at 9,046 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Capital Analysts LLC first reported a position in BSJT in Q4 2023 and has held it in 11 quarters since. 118 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

  • Capital Analysts LLC held 9,046 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $191K as of Q2 2026.
  • Capital Analysts LLC left its Invesco BulletShares 2029 High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #704 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 11 quarters since.
  • 118 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

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