Empirical Wealth Management’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Empirical Wealth Management’s Portfolio BSJU Stock Details BSJU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$650K	Sell	25,166 -1,130	-4%	-$29.2K	0.01%	563
2026 Q1	$673K	Sell	26,296 -3,490	-12%	-$90.7K	0.01%	466
2025 Q4	$778K	Buy	29,786 +147	+0.5%	+$3.83K	0.01%	382
2025 Q3	$775K	Buy	29,639 +6	+0%	+$156	0.02%	367
2025 Q2	$771K	Buy	29,633 +1,761	+6%	+$44.9K	0.02%	339
2025 Q1	$710K	Buy	27,872 +1,268	+5%	+$32.7K	0.02%	347
2024 Q4	$683K	Buy	+26,604	New	+$693K	0.02%	332

Other funds holding BSJU

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

HWM

Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TPBG

Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return

MPIA

Milestones Private Investment Advisors Fairport, New York $126M AUM 26.4% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

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

Empirical Wealth Management reduced its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 4.3% in Q2 2026, selling an estimated $29.2K and leaving 25,166 shares worth $650K. The position accounts for 0.01% of the portfolio, ranked #563.

Empirical Wealth Management first reported a position in BSJU in Q4 2024 and has held it in 7 quarters since. The position peaked at $778K in Q4 2025. 24 funds tracked by Wall St. Rank hold BSJU as of Q2 2026.

Empirical Wealth Management held 25,166 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $650K as of Q2 2026.
Empirical Wealth Management sold 1,130 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $29.2K.
Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #563 holding.
Empirical Wealth Management first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Empirical Wealth Management's Invesco BulletShares 2030 High Yield Corporate Bond ETF position peaked at $778K in Q4 2025.
24 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q2 2026.

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