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 Q2	$10.1M	Sell	477,171 -125,128	-21%	-$2.65M	0.06%	288
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 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

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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Equitable Holdings's BSJT Position: Q2 2026 in Review

Equitable Holdings reduced its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 21% in Q2 2026, selling an estimated $2.65M and leaving 477,171 shares worth $10.1M. The position accounts for 0.06% of the portfolio, ranked #288.

Equitable Holdings first reported a position in BSJT in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.5M in Q3 2025. 118 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

Equitable Holdings held 477,171 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $10.1M as of Q2 2026.
Equitable Holdings sold 125,128 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.65M.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.06% of Equitable Holdings's portfolio in Q2 2026, its #288 holding.
Equitable Holdings first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Equitable Holdings's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $13.5M in Q3 2025.
118 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.