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Concurrent Investment Advisors’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

Concurrent Investment Advisors’s Portfolio BSJV Stock Details BSJV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.65M Sell
100,795
-6,322
-6% -$166K 0.02% 629
2026
Q1 		$2.78M Sell
107,117
-6,669
-6% -$177K 0.03% 512
2025
Q4 		$3.04M Buy
113,786
+56
+0% +$1.49K 0.03% 453
2025
Q3 		$3.05M Sell
113,730
-5,215
-4% -$139K 0.05% 350
2025
Q2 		$3.17M Sell
118,945
-5,377
-4% -$140K 0.06% 318
2025
Q1 		$3.24M Sell
124,322
-2,258
-2% -$59.4K 0.08% 260
2024
Q4 		$3.3M Sell
126,580
-3,857
-3% -$102K 0.09% 226
2024
Q3 		$3.51M Sell
130,437
-1,570
-1% -$41.7K 0.1% 209
2024
Q2 		$3.43M Sell
132,007
-977
-0.7% -$25.4K 0.11% 185
2024
Q1 		$3.5M Buy
132,984
+313
+0.2% +$8.19K 0.14% 159
2023
Q4 		$3.49M Buy
+132,671
New +$3.32M 0.17% 147

Other funds holding BSJV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WQ
Wealth Quarterback Toms River, New Jersey $324M AUM 38.14% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Concurrent Investment Advisors's BSJV Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 5.9% in Q2 2026, selling an estimated $166K and leaving 100,795 shares worth $2.65M. The position accounts for 0.02% of the portfolio, ranked #629.

Concurrent Investment Advisors first reported a position in BSJV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.51M in Q3 2024. 12 funds tracked by Wall St. Rank hold BSJV as of Q2 2026.

  • Concurrent Investment Advisors held 100,795 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $2.65M as of Q2 2026.
  • Concurrent Investment Advisors sold 6,322 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $166K.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #629 holding.
  • Concurrent Investment Advisors first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Invesco BulletShares 2031 High Yield Corporate Bond ETF position peaked at $3.51M in Q3 2024.
  • 12 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.