CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		$7.33M Buy
348,291
+228,525
+191% +$4.88M 0.01% 622
2025
Q4 		$2.58M Buy
119,766
+6,291
+6% +$135K ﹤0.01% 965
2025
Q3 		$2.45M Buy
+113,475
New +$2.44M 0.01% 922

Other funds holding BSJT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CAPTRUST Financial Advisors's BSJT Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 191% in Q1 2026, buying an estimated $4.88M and bringing the position to 348,291 shares worth $7.33M. The position accounts for 0.01% of the portfolio, ranked #622.

CAPTRUST Financial Advisors first reported a position in BSJT in Q3 2025 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

  • CAPTRUST Financial Advisors held 348,291 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $7.33M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 228,525 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $4.88M.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #622 holding.
  • CAPTRUST Financial Advisors first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.