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Evanson Asset Management’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Evanson Asset Management’s Portfolio BSJS Stock Details BSJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12,452
Closed -$274K – 326
2025
Q4 		$274K Buy
12,452
+864
+7% +$19K 0.01% 280
2025
Q3 		$256K Buy
+11,588
New +$255K 0.01% 283

Other funds holding BSJS

LPL Financial
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Evanson Asset Management's BSJS Position: Q1 2026 in Review

Evanson Asset Management sold out of Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q1 2026, closing a stake of 12,452 shares — an estimated $274K sold.

Evanson Asset Management first reported a position in BSJS in Q3 2025 and held it in 2 quarters. The position peaked at $274K in Q4 2025. 144 funds tracked by Wall St. Rank hold BSJS as of Q1 2026.

  • Evanson Asset Management reported no remaining Invesco BulletShares 2028 High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Evanson Asset Management sold 12,452 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $274K.
  • Evanson Asset Management first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q3 2025 and held it in 2 quarters.
  • Evanson Asset Management's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $274K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.