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Foundations Investment Advisors’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Foundations Investment Advisors’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 		$255K Buy
12,079
+258
+2% +$5.47K ﹤0.01% 1040
2026
Q1 		$249K Buy
11,821
+74
+0.6% +$1.58K ﹤0.01% 990
2025
Q4 		$253K Sell
11,747
-4,111
-26% -$88.4K ﹤0.01% 959
2025
Q3 		$342K Buy
+15,858
New +$341K 0.01% 790
2025
Q1 		– Sell
-10,234
Closed -$219K – 867
2024
Q4 		$219K Buy
+10,234
New +$221K ﹤0.01% 781

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

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

Foundations Investment Advisors increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 2.2% in Q2 2026, buying an estimated $5.47K and bringing the position to 12,079 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Foundations Investment Advisors first reported a position in BSJT in Q4 2024 and has held it in 5 quarters since. The position peaked at $342K in Q3 2025. 118 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

  • Foundations Investment Advisors held 12,079 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $255K as of Q2 2026.
  • Foundations Investment Advisors bought 258 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $5.47K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1040 holding.
  • Foundations Investment Advisors first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Foundations Investment Advisors's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $342K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

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