EH
BSJT icon

Equitable Holdings’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Equitable Holdings’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
Q1 		$13M Sell
602,299
-9,491
-2% -$203K 0.08% 234
2025
Q4 		$13.2M Sell
611,790
-13,522
-2% -$291K 0.09% 196
2025
Q3 		$13.5M Buy
625,312
+30,815
+5% +$663K 0.1% 183
2025
Q2 		$12.8M Buy
594,497
+41,945
+8% +$884K 0.11% 166
2025
Q1 		$11.6M Buy
552,552
+92,083
+20% +$1.98M 0.11% 162
2024
Q4 		$9.85M Buy
460,469
+69,811
+18% +$1.51M 0.09% 178
2024
Q3 		$8.54M Buy
390,658
+141,027
+56% +$3.03M 0.08% 196
2024
Q2 		$5.23M Buy
249,631
+156,692
+169% +$3.29M 0.06% 257
2024
Q1 		$1.97M Buy
92,939
+49,855
+116% +$1.05M 0.02% 446
2023
Q4 		$912K Buy
+43,084
New +$871K 0.01% 606

Other funds holding BSJT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Equitable Holdings's BSJT Position: Q1 2026 in Review

Equitable Holdings reduced its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 1.6% in Q1 2026, selling an estimated $203K and leaving 602,299 shares worth $13M. The position accounts for 0.08% of the portfolio, ranked #234.

Equitable Holdings first reported a position in BSJT in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.5M in Q3 2025. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

  • Equitable Holdings held 602,299 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $13M as of Q1 2026.
  • Equitable Holdings sold 9,491 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $203K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.08% of Equitable Holdings's portfolio in Q1 2026, its #234 holding.
  • Equitable Holdings first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Equitable Holdings's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $13.5M in Q3 2025.
  • 111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.