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 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

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return

Equitable Holdings's BSJV Position: Q1 2026 in Review

Equitable Holdings increased its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 11% in Q1 2026, buying an estimated $674K and bringing the position to 266,874 shares worth $7.13M. The position accounts for 0.05% of the portfolio, ranked #340.

Equitable Holdings first reported a position in BSJV in Q1 2025 and has held it in 5 quarters since. 50 funds tracked by Wall St. Rank hold BSJV as of Q1 2026.

Equitable Holdings held 266,874 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $7.13M as of Q1 2026.
Equitable Holdings bought 25,419 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $674K.
Invesco BulletShares 2031 High Yield Corporate Bond ETF made up 0.05% of Equitable Holdings's portfolio in Q1 2026, its #340 holding.
Equitable Holdings first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
50 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q1 2026.

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