Carson Wealth (CWM LLC)
BSJV icon

Carson Wealth (CWM LLC)’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

Carson Wealth (CWM LLC)’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 		$13.2K Hold
509
– – ﹤0.01% 4664
2025
Q4 		$14K Buy
+509
New +$13.5K ﹤0.01% 4356

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

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

Carson Wealth (CWM LLC) held its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) position steady in Q1 2026 at 509 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4664.

Carson Wealth (CWM LLC) first reported a position in BSJV in Q4 2025 and has held it in 2 quarters since. The position peaked at $14K in Q4 2025. 50 funds tracked by Wall St. Rank hold BSJV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 509 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $13.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Invesco BulletShares 2031 High Yield Corporate Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4664 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco BulletShares 2031 High Yield Corporate Bond ETF position peaked at $14K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Invesco BulletShares 2031 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.