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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
Q1 		$1.17M Buy
+44,900
New +$1.19M 0.02% 303

Other funds holding BSJV

LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

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

Carnegie Investment Counsel opened a new position in Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) in Q1 2026: 44,900 shares worth $1.17M. The stake represents 0.02% of the portfolio and ranks #303 among its holdings.

50 funds tracked by Wall St. Rank hold BSJV as of Q1 2026.

  • Carnegie Investment Counsel held 44,900 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $1.17M as of Q1 2026.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF was a new Carnegie Investment Counsel position in Q1 2026.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF made up 0.02% of Carnegie Investment Counsel's portfolio in Q1 2026, its #303 holding.
  • 50 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q1 2026.

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