Capital Analysts LLC’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10K	Hold	370	–	–	﹤0.01%	1249
2025 Q4	$10K	Hold	370	–	–	﹤0.01%	1237
2025 Q3	$10K	Hold	370	–	–	﹤0.01%	1199
2025 Q2	$10K	Hold	370	–	–	﹤0.01%	1139
2025 Q1	$10K	Hold	370	–	–	﹤0.01%	1117
2024 Q4	$10K	Hold	370	–	–	﹤0.01%	1052
2024 Q3	$10K	Buy	+370	New	+$9.84K	﹤0.01%	1022

Other funds holding BSJV

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

SIC

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

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

Capital Analysts LLC held its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) position steady in Q1 2026 at 370 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Capital Analysts LLC first reported a position in BSJV in Q3 2024 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold BSJV as of Q1 2026.

Capital Analysts LLC held 370 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $10K as of Q1 2026.
Capital Analysts LLC left its Invesco BulletShares 2031 High Yield Corporate Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2031 High Yield Corporate Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1249 holding.
Capital Analysts LLC first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
50 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q1 2026.

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