Geneos Wealth Management’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Geneos Wealth Management’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	$233K	Hold	11,050	–	–	﹤0.01%	940
2026 Q1	$232K	Sell	11,050 -1,180	-10%	-$25.2K	0.01%	919
2025 Q4	$263K	Hold	12,230	–	–	0.01%	841
2025 Q3	$264K	Buy	12,230 +7,500	+159%	+$161K	0.01%	825
2025 Q2	$102K	Buy	4,730 +1,080	+30%	+$22.8K	﹤0.01%	1242
2025 Q1	$76.9K	Buy	3,650 +140	+4%	+$3K	﹤0.01%	1277
2024 Q4	$75.1K	Buy	3,510 +1,580	+82%	+$34.2K	﹤0.01%	1165
2024 Q3	$42.2K	Buy	+1,930	New	+$41.5K	﹤0.01%	1258

Other funds holding BSJT

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

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Geneos Wealth Management's BSJT Position: Q2 2026 in Review

Geneos Wealth Management held its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) position steady in Q2 2026 at 11,050 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Geneos Wealth Management first reported a position in BSJT in Q3 2024 and has held it in 8 quarters since. The position peaked at $264K in Q3 2025. 117 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

Geneos Wealth Management held 11,050 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $233K as of Q2 2026.
Geneos Wealth Management left its Invesco BulletShares 2029 High Yield Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #940 holding.
Geneos Wealth Management first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Geneos Wealth Management's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $264K in Q3 2025.
117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.