EWM
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Empirical Wealth Management’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Empirical Wealth Management’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 		$611K Sell
28,923
-2,109
-7% -$44.7K 0.01% 597
2026
Q1 		$653K Sell
31,032
-4,123
-12% -$88K 0.01% 476
2025
Q4 		$756K Buy
35,155
+795
+2% +$17.1K 0.01% 389
2025
Q3 		$741K Buy
34,360
+92
+0.3% +$1.98K 0.01% 377
2025
Q2 		$737K Buy
34,268
+903
+3% +$19K 0.02% 353
2025
Q1 		$703K Buy
33,365
+459
+1% +$9.85K 0.02% 349
2024
Q4 		$704K Buy
32,906
+219
+0.7% +$4.74K 0.02% 326
2024
Q3 		$715K Buy
32,687
+717
+2% +$15.4K 0.02% 317
2024
Q2 		$670K Buy
31,970
+1,799
+6% +$37.8K 0.02% 305
2024
Q1 		$639K Buy
30,171
+4,156
+16% +$87.8K 0.02% 307
2023
Q4 		$551K Buy
+26,015
New +$526K 0.02% 309

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
OIM
Oder Investment Management Woodland Hills, California $149M AUM 20.29% 1-Year Est. Return

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

Empirical Wealth Management reduced its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 6.8% in Q2 2026, selling an estimated $44.7K and leaving 28,923 shares worth $611K. The position accounts for 0.01% of the portfolio, ranked #597.

Empirical Wealth Management first reported a position in BSJT in Q4 2023 and has held it in 11 quarters since. The position peaked at $756K in Q4 2025. 77 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

  • Empirical Wealth Management held 28,923 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $611K as of Q2 2026.
  • Empirical Wealth Management sold 2,109 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $44.7K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #597 holding.
  • Empirical Wealth Management first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Empirical Wealth Management's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $756K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

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