Clearstead Advisors’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Clearstead Advisors’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 Q2	$796K	Sell	36,618 -326	-0.9%	-$7.11K	0.01%	610
2026 Q1	$801K	Buy	36,944 +6,056	+20%	+$133K	0.01%	592
2025 Q4	$680K	Buy	+30,888	New	+$679K	0.01%	571

Other funds holding BSJS

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Clearstead Advisors's BSJS Position: Q2 2026 in Review

Clearstead Advisors reduced its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 0.88% in Q2 2026, selling an estimated $7.11K and leaving 36,618 shares worth $796K. The position accounts for 0.01% of the portfolio, ranked #610.

Clearstead Advisors first reported a position in BSJS in Q4 2025 and has held it in 3 quarters since. The position peaked at $801K in Q1 2026. 138 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

Clearstead Advisors held 36,618 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $796K as of Q2 2026.
Clearstead Advisors sold 326 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $7.11K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #610 holding.
Clearstead Advisors first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Clearstead Advisors's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $801K in Q1 2026.
138 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.