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Carnegie Investment Counsel’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Carnegie Investment Counsel’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 		– Sell
-7,690
Closed -$201K – 563
2025
Q4 		$201K Buy
+7,690
New +$200K ﹤0.01% 556

Other funds holding BSJU

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Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
GGI
GPM Growth Investors Bloomfield Hills, Michigan $239M AUM 11.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Carnegie Investment Counsel's BSJU Position: Q1 2026 in Review

Carnegie Investment Counsel sold out of Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) in Q1 2026, closing a stake of 7,690 shares — an estimated $201K sold.

Carnegie Investment Counsel first reported a position in BSJU in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 77 funds tracked by Wall St. Rank hold BSJU as of Q1 2026.

  • Carnegie Investment Counsel reported no remaining Invesco BulletShares 2030 High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Carnegie Investment Counsel sold 7,690 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $201K.
  • Carnegie Investment Counsel first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Carnegie Investment Counsel's Invesco BulletShares 2030 High Yield Corporate Bond ETF position peaked at $201K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q1 2026.

Based on Carnegie Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.