Foundations Investment Advisors’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Foundations Investment Advisors’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 Q2	$1.24M	Buy	57,031 +113	+0.2%	+$2.46K	0.01%	521
2026 Q1	$1.23M	Buy	56,918 +17,896	+46%	+$392K	0.02%	472
2025 Q4	$858K	Buy	39,022 +5,119	+15%	+$113K	0.01%	556
2025 Q3	$749K	Buy	33,903 +6,621	+24%	+$146K	0.01%	540
2025 Q2	$602K	Buy	27,282 +16,079	+144%	+$349K	0.01%	539
2025 Q1	$242K	Sell	11,203 -917	-8%	-$20.1K	﹤0.01%	775
2024 Q4	$263K	Sell	12,120 -283	-2%	-$6.22K	0.01%	695
2024 Q3	$275K	Buy	+12,403	New	+$271K	0.01%	661

Other funds holding BSJS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Foundations Investment Advisors's BSJS Position: Q2 2026 in Review

Foundations Investment Advisors increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 0.2% in Q2 2026, buying an estimated $2.46K and bringing the position to 57,031 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #521.

Foundations Investment Advisors first reported a position in BSJS in Q3 2024 and has held it in 8 quarters since. 139 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

Foundations Investment Advisors held 57,031 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $1.24M as of Q2 2026.
Foundations Investment Advisors bought 113 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.46K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #521 holding.
Foundations Investment Advisors first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.