Consolidated Portfolio Review Corp’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Consolidated Portfolio Review Corp’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
2025 Q4	–	Sell	-45,341	Closed	-$1M	–	89
2025 Q3	$1M	Buy	45,341 +2,850	+7%	+$62.8K	0.13%	179
2025 Q2	$937K	Buy	42,491 +3,217	+8%	+$69.8K	0.13%	177
2025 Q1	$850K	Buy	39,274 +3,713	+10%	+$81.3K	0.14%	167
2024 Q4	$771K	Buy	+35,561	New	+$782K	0.12%	181

Other funds holding BSJS

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Consolidated Portfolio Review Corp's BSJS Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q4 2025, closing a stake of 45,341 shares — an estimated $1M sold.

Consolidated Portfolio Review Corp first reported a position in BSJS in Q4 2024 and held it in 4 quarters. The position peaked at $1M in Q3 2025. 137 funds tracked by Wall St. Rank hold BSJS as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining Invesco BulletShares 2028 High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 45,341 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q4 2025, an estimated $1M.
Consolidated Portfolio Review Corp first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
Consolidated Portfolio Review Corp's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $1M in Q3 2025.
137 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.