Carson Wealth (CWM LLC)’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BSJS Stock Details BSJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.3K	Hold	614	–	–	﹤0.01%	4657
2025 Q4	$14K	Buy	+614	New	+$13.5K	﹤0.01%	4353
2025 Q2	–	Sell	-2,200	Closed	-$48K	–	5124
2025 Q1	$48K	Buy	+2,200	New	+$48.2K	﹤0.01%	3021

Other funds holding BSJS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BSJS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) position steady in Q1 2026 at 614 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4657.

Carson Wealth (CWM LLC) first reported a position in BSJS in Q1 2025 and has held it in 3 quarters since. The position peaked at $48K in Q1 2025. 144 funds tracked by Wall St. Rank hold BSJS as of Q1 2026.

Carson Wealth (CWM LLC) held 614 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $13.3K as of Q1 2026.
Carson Wealth (CWM LLC) left its Invesco BulletShares 2028 High Yield Corporate Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4657 holding.
Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q1 2025 and has held it in 3 quarters since.
Carson Wealth (CWM LLC)'s Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $48K in Q1 2025.
144 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.