Clearstead Advisors’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Clearstead Advisors’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 Q2	$799K	Sell	37,797 -315	-0.8%	-$6.68K	0.01%	609
2026 Q1	$802K	Buy	38,112 +6,398	+20%	+$137K	0.01%	590
2025 Q4	$682K	Buy	+31,714	New	+$682K	0.01%	569

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Clearstead Advisors's BSJT Position: Q2 2026 in Review

Clearstead Advisors reduced its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 0.83% in Q2 2026, selling an estimated $6.68K and leaving 37,797 shares worth $799K. The position accounts for 0.01% of the portfolio, ranked #609.

Clearstead Advisors first reported a position in BSJT in Q4 2025 and has held it in 3 quarters since. The position peaked at $802K in Q1 2026. 119 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

Clearstead Advisors held 37,797 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $799K as of Q2 2026.
Clearstead Advisors sold 315 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $6.68K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #609 holding.
Clearstead Advisors first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Clearstead Advisors's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $802K in Q1 2026.
119 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

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