Envestnet Asset Management’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Envestnet Asset 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	$1.44M	Sell	68,165 -3,489	-5%	-$74K	﹤0.01%	3382
2026 Q1	$1.51M	Buy	71,654 +448	+0.6%	+$9.56K	﹤0.01%	3205
2025 Q4	$1.53M	Buy	71,206 +2,379	+3%	+$51.1K	﹤0.01%	3021
2025 Q3	$1.48M	Sell	68,827 -311,105	-82%	-$6.69M	﹤0.01%	3091
2025 Q2	$8.18M	Buy	379,932 +8,744	+2%	+$184K	﹤0.01%	1864
2025 Q1	$7.82M	Sell	371,188 -26,034	-7%	-$559K	﹤0.01%	1829
2024 Q4	$8.5M	Buy	397,222 +5,144	+1%	+$111K	﹤0.01%	1751
2024 Q3	$8.57M	Buy	392,078 +70,476	+22%	+$1.52M	﹤0.01%	1746
2024 Q2	$6.74M	Buy	321,602 +70,293	+28%	+$1.48M	﹤0.01%	1822
2024 Q1	$5.32M	Buy	+251,309	New	+$5.31M	﹤0.01%	1932

Other funds holding BSJT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management's BSJT Position: Q2 2026 in Review

Envestnet Asset Management reduced its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 4.9% in Q2 2026, selling an estimated $74K and leaving 68,165 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #3382.

Envestnet Asset Management first reported a position in BSJT in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.57M in Q3 2024. 117 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

Envestnet Asset Management held 68,165 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $1.44M as of Q2 2026.
Envestnet Asset Management sold 3,489 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $74K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3382 holding.
Envestnet Asset Management first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Envestnet Asset Management's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $8.57M in Q3 2024.
117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.