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F/M Investments’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

F/M Investments’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 		$3.1M Buy
+146,475
New +$3.11M 0.16% 99
2025
Q4 		– Sell
-11,001
Closed -$237K – 435
2025
Q3 		$237K Buy
+11,001
New +$237K 0.01% 392

Other funds holding BSJT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

F/M Investments's BSJT Position: Q2 2026 in Review

F/M Investments opened a new position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) in Q2 2026: 146,475 shares worth $3.1M. The stake represents 0.16% of the portfolio and ranks #99 among its holdings. This is a return to the name: F/M Investments previously reported a position in BSJT as recently as Q3 2025.

F/M Investments first reported a position in BSJT in Q3 2025 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

  • F/M Investments held 146,475 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $3.1M as of Q2 2026.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF was a new F/M Investments position in Q2 2026.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.16% of F/M Investments's portfolio in Q2 2026, its #99 holding.
  • F/M Investments first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.