Claris Financial’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Claris Financial’s Portfolio BSJT Stock Details BSJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$65.3K	Buy	+3,106	New	+$66.3K	0.04%	176

Other funds holding BSJT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Claris Financial's BSJT Position: Q1 2026 in Review

Claris Financial opened a new position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) in Q1 2026: 3,106 shares worth $65.3K. The stake represents 0.04% of the portfolio and ranks #176 among its holdings.

111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

Claris Financial held 3,106 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $65.3K as of Q1 2026.
Invesco BulletShares 2029 High Yield Corporate Bond ETF was a new Claris Financial position in Q1 2026.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.04% of Claris Financial's portfolio in Q1 2026, its #176 holding.
111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.