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Carnegie Investment Counsel’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

Carnegie Investment Counsel’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
Q2 		– Sell
-44,900
Closed -$1.17M – 554
2026
Q1 		$1.17M Buy
+44,900
New +$1.19M 0.02% 303

Other funds holding BSJV

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

Carnegie Investment Counsel's BSJV Position: Q2 2026 in Review

Carnegie Investment Counsel sold out of Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) in Q2 2026, closing a stake of 44,900 shares — an estimated $1.17M sold.

Carnegie Investment Counsel first reported a position in BSJV in Q1 2026 and held it in 1 quarter. The position peaked at $1.17M in Q1 2026. 49 funds tracked by Wall St. Rank hold BSJV as of Q2 2026.

  • Carnegie Investment Counsel reported no remaining Invesco BulletShares 2031 High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Carnegie Investment Counsel sold 44,900 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.17M.
  • Carnegie Investment Counsel first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Carnegie Investment Counsel's Invesco BulletShares 2031 High Yield Corporate Bond ETF position peaked at $1.17M in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.