Carson Wealth (CWM LLC)
BSJU icon

Carson Wealth (CWM LLC)’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Carson Wealth (CWM LLC)’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 		$13.3K Hold
521
– – ﹤0.01% 4656
2025
Q4 		$14K Sell
521
-521
-50% -$13.6K ﹤0.01% 4355
2025
Q3 		$27K Buy
+1,042
New +$27.1K ﹤0.01% 3940

Other funds holding BSJU

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Legacy Financial Group (Iowa)
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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 $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) position steady in Q1 2026 at 521 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4656.

Carson Wealth (CWM LLC) first reported a position in BSJU in Q3 2025 and has held it in 3 quarters since. The position peaked at $27K in Q3 2025. 77 funds tracked by Wall St. Rank hold BSJU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 521 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $13.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Invesco BulletShares 2030 High Yield Corporate Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2030 High Yield Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4656 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco BulletShares 2030 High Yield Corporate Bond ETF position peaked at $27K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Invesco BulletShares 2030 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.