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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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
BAM
Banta Asset Management Newport Beach, California $112M AUM
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 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. 64 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.
  • 64 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.