CAPTRUST Financial Advisors’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

CAPTRUST Financial Advisors’s Portfolio BSJS Stock Details BSJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12M	Buy	550,103 +50,668	+10%	+$1.11M	0.02%	528
2026 Q1	$10.8M	Buy	499,435 +31,049	+7%	+$681K	0.02%	523
2025 Q4	$10.3M	Buy	468,386 +18,209	+4%	+$401K	0.02%	482
2025 Q3	$9.94M	Buy	450,177 +190,292	+73%	+$4.19M	0.02%	470
2025 Q2	$5.73M	Buy	259,885 +14,782	+6%	+$321K	0.01%	584
2025 Q1	$5.3M	Buy	245,103 +195,973	+399%	+$4.29M	0.01%	575
2024 Q4	$1.07M	Buy	+49,130	New	+$1.08M	﹤0.01%	1201

Other funds holding BSJS

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

CAPTRUST Financial Advisors's BSJS Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 10% in Q2 2026, buying an estimated $1.11M and bringing the position to 550,103 shares worth $12M. The position accounts for 0.02% of the portfolio, ranked #528.

CAPTRUST Financial Advisors first reported a position in BSJS in Q4 2024 and has held it in 7 quarters since. 137 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

CAPTRUST Financial Advisors held 550,103 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $12M as of Q2 2026.
CAPTRUST Financial Advisors bought 50,668 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.11M.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.02% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #528 holding.
CAPTRUST Financial Advisors first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
137 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.