Empirical Wealth Management
BSJS icon

Empirical Wealth Management’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Empirical Wealth Management’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
Q3 		$624K Buy
29,144
+50
+0.2% +$1.09K 0.01% 674
2026
Q2 		$633K Sell
29,094
-1,768
-6% -$38.6K 0.01% 578
2026
Q1 		$669K Sell
30,862
-3,808
-11% -$83.5K 0.01% 467
2025
Q4 		$763K Buy
34,670
+729
+2% +$16K 0.01% 387
2025
Q3 		$749K Buy
33,941
+50
+0.1% +$1.1K 0.02% 373
2025
Q2 		$747K Buy
33,891
+871
+3% +$18.9K 0.02% 348
2025
Q1 		$715K Buy
33,020
+725
+2% +$15.9K 0.02% 344
2024
Q4 		$700K Buy
32,295
+860
+3% +$18.9K 0.02% 328
2024
Q3 		$697K Buy
31,435
+180
+0.6% +$3.93K 0.02% 324
2024
Q2 		$671K Buy
31,255
+2,145
+7% +$46.1K 0.02% 304
2024
Q1 		$631K Buy
29,110
+1,197
+4% +$25.8K 0.02% 314
2023
Q4 		$605K Sell
27,913
-983
-3% -$20.5K 0.02% 299
2023
Q3 		$595K Buy
28,896
+370
+1% +$7.74K 0.02% 283
2023
Q2 		$599K Buy
28,526
+429
+2% +$8.99K 0.02% 281
2023
Q1 		$593K Buy
28,097
+7,618
+37% +$160K 0.03% 303
2022
Q4 		$424K Buy
+20,479
New +$426K 0.02% 332

Other funds holding BSJS

Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
SFE Investment Counsel
SFE Investment Counsel Los Angeles, California $747M AUM 27.5% 1-Year Est. Return
Verity Asset Management
Verity Asset Management Durham, North Carolina $259M AUM 21.69% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
GPM Growth Investors
GPM Growth Investors Bloomfield Hills, Michigan $237M AUM 8.62% 1-Year Est. Return
Howard Wealth Management
Howard Wealth Management Madison, Connecticut $277M AUM 13.83% 1-Year Est. Return
Intrua Financial
Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return
Sidoxia Capital Management
Sidoxia Capital Management Newport Beach, California $142M AUM
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Empirical Wealth Management's BSJS Position: Q3 2026 in Review

Empirical Wealth Management increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 0.17% in Q3 2026, buying an estimated $1.09K and bringing the position to 29,144 shares worth $624K. The position accounts for 0.01% of the portfolio, ranked #674.

Empirical Wealth Management first reported a position in BSJS in Q4 2022 and has held it in 16 quarters since. The position peaked at $763K in Q4 2025. 58 funds tracked by Wall St. Rank hold BSJS as of Q3 2026.

  • Empirical Wealth Management held 29,144 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $624K as of Q3 2026.
  • Empirical Wealth Management bought 50 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $1.09K.
  • Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #674 holding.
  • Empirical Wealth Management first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Empirical Wealth Management's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $763K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.