EWM
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
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

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
BAM
Banta Asset Management Newport Beach, California $112M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return

Empirical Wealth Management's BSJS Position: Q2 2026 in Review

Empirical Wealth Management reduced its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 5.7% in Q2 2026, selling an estimated $38.6K and leaving 29,094 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #578.

Empirical Wealth Management first reported a position in BSJS in Q4 2022 and has held it in 15 quarters since. The position peaked at $763K in Q4 2025. 58 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

  • Empirical Wealth Management held 29,094 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $633K as of Q2 2026.
  • Empirical Wealth Management sold 1,768 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $38.6K.
  • Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #578 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 15 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 Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.