EWM
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Empirical Wealth Management’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

Empirical Wealth Management’s Portfolio BSJV Stock Details BSJV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$580K Sell
22,107
-2,662
-11% -$69.9K 0.01% 623
2026
Q1 		$644K Sell
24,769
-3,216
-11% -$85.3K 0.01% 484
2025
Q4 		$747K Buy
+27,985
New +$744K 0.01% 397

Other funds holding BSJV

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WQ
Wealth Quarterback Toms River, New Jersey $324M AUM 38.14% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

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

Empirical Wealth Management reduced its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 11% in Q2 2026, selling an estimated $69.9K and leaving 22,107 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #623.

Empirical Wealth Management first reported a position in BSJV in Q4 2025 and has held it in 3 quarters since. The position peaked at $747K in Q4 2025. 14 funds tracked by Wall St. Rank hold BSJV as of Q2 2026.

  • Empirical Wealth Management held 22,107 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $580K as of Q2 2026.
  • Empirical Wealth Management sold 2,662 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $69.9K.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #623 holding.
  • Empirical Wealth Management first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Empirical Wealth Management's Invesco BulletShares 2031 High Yield Corporate Bond ETF position peaked at $747K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q2 2026.

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