Capital Analysts LLC’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Capital Analysts LLC’s Portfolio BSJU Stock Details BSJU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$400K	Hold	15,479	–	–	0.01%	535
2026 Q1	$396K	Buy	15,479 +11,329	+273%	+$294K	0.01%	499
2025 Q4	$108K	Hold	4,150	–	–	﹤0.01%	749
2025 Q3	$109K	Hold	4,150	–	–	﹤0.01%	713
2025 Q2	$108K	Hold	4,150	–	–	﹤0.01%	650
2025 Q1	$106K	Hold	4,150	–	–	﹤0.01%	631
2024 Q4	$107K	Hold	4,150	–	–	﹤0.01%	595
2024 Q3	$110K	Buy	4,150 +3,173	+325%	+$82.4K	﹤0.01%	571
2024 Q2	$25K	Hold	977	–	–	﹤0.01%	818
2024 Q1	$25K	Hold	977	–	–	﹤0.01%	780
2023 Q4	$25K	Buy	+977	New	+$23.9K	﹤0.01%	776

Other funds holding BSJU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

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

GPM Growth Investors Bloomfield Hills, Michigan $239M AUM 11.87% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

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

Capital Analysts LLC held its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) position steady in Q2 2026 at 15,479 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #535.

Capital Analysts LLC first reported a position in BSJU in Q4 2023 and has held it in 11 quarters since. 73 funds tracked by Wall St. Rank hold BSJU as of Q2 2026.

Capital Analysts LLC held 15,479 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $400K as of Q2 2026.
Capital Analysts LLC left its Invesco BulletShares 2030 High Yield Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #535 holding.
Capital Analysts LLC first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
73 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q2 2026.

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