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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Clearstead Advisors's BSJS Position: Q1 2026 in Review

Clearstead Advisors increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 20% in Q1 2026, buying an estimated $133K and bringing the position to 36,944 shares worth $801K. The position accounts for 0.01% of the portfolio, ranked #592.

Clearstead Advisors first reported a position in BSJS in Q4 2025 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold BSJS as of Q1 2026.

  • Clearstead Advisors held 36,944 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $801K as of Q1 2026.
  • Clearstead Advisors bought 6,056 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $133K.
  • Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #592 holding.
  • Clearstead Advisors first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 144 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.