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 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 $377B AUM 19.32% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

GGI

GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Capital Analysts LLC increased its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 273% in Q1 2026, buying an estimated $294K and bringing the position to 15,479 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #499.

Capital Analysts LLC first reported a position in BSJU in Q4 2023 and has held it in 10 quarters since. 77 funds tracked by Wall St. Rank hold BSJU as of Q1 2026.

Capital Analysts LLC held 15,479 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $396K as of Q1 2026.
Capital Analysts LLC bought 11,329 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $294K.
Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #499 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 10 quarters since.
77 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q1 2026.

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