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 Q2	$5.52M	Sell	261,376 -86,915	-25%	-$1.84M	0.01%	774
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 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

CAPTRUST Financial Advisors reduced its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 25% in Q2 2026, selling an estimated $1.84M and leaving 261,376 shares worth $5.52M. The position accounts for 0.01% of the portfolio, ranked #774.

CAPTRUST Financial Advisors first reported a position in BSJT in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.33M in Q1 2026. 118 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

CAPTRUST Financial Advisors held 261,376 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $5.52M as of Q2 2026.
CAPTRUST Financial Advisors sold 86,915 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.84M.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #774 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 4 quarters since.
CAPTRUST Financial Advisors's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $7.33M in Q1 2026.
118 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

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