FMI
BSJT icon

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
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 $377B AUM 19.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

F/M Investments's BSJT Position: Q4 2025 in Review

F/M Investments sold out of Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) in Q4 2025, closing a stake of 11,001 shares — an estimated $237K sold.

F/M Investments first reported a position in BSJT in Q3 2025 and held it in 1 quarter. The position peaked at $237K in Q3 2025. 103 funds tracked by Wall St. Rank hold BSJT as of Q4 2025.

  • F/M Investments reported no remaining Invesco BulletShares 2029 High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • F/M Investments sold 11,001 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q4 2025, an estimated $237K.
  • F/M Investments first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • F/M Investments's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $237K in Q3 2025.
  • 103 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q4 2025.

Based on F/M Investments's 13F filing for Q4 2025, filed 3 Feb 2026.