EH
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Equitable Holdings’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

Equitable Holdings’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 		$8.07M Buy
307,346
+40,472
+15% +$1.06M 0.05% 331
2026
Q1 		$7.13M Buy
266,874
+25,419
+11% +$674K 0.05% 340
2025
Q4 		$6.45M Buy
241,455
+120,407
+99% +$3.2M 0.04% 315
2025
Q3 		$3.24M Buy
121,048
+74,174
+158% +$1.97M 0.02% 467
2025
Q2 		$1.25M Buy
46,874
+12,052
+35% +$314K 0.01% 733
2025
Q1 		$906K Buy
+34,822
New +$916K 0.01% 738

Other funds holding BSJV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
AWA
Ark Wealth Advisors Yorba Linda, California $113M AUM

Equitable Holdings's BSJV Position: Q2 2026 in Review

Equitable Holdings increased its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 15% in Q2 2026, buying an estimated $1.06M and bringing the position to 307,346 shares worth $8.07M. The position accounts for 0.05% of the portfolio, ranked #331.

Equitable Holdings first reported a position in BSJV in Q1 2025 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold BSJV as of Q2 2026.

  • Equitable Holdings held 307,346 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $8.07M as of Q2 2026.
  • Equitable Holdings bought 40,472 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.06M.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF made up 0.05% of Equitable Holdings's portfolio in Q2 2026, its #331 holding.
  • Equitable Holdings first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 49 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q2 2026.

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