Geneos Wealth Management’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Geneos Wealth Management’s Portfolio BSJU Stock Details BSJU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$269K	Buy	10,404 +5,033	+94%	+$130K	0.01%	903
2026 Q1	$137K	Buy	5,371 +2,926	+120%	+$76K	﹤0.01%	1078
2025 Q4	$63.8K	Hold	2,445	–	–	﹤0.01%	1303
2025 Q3	$64K	Hold	2,445	–	–	﹤0.01%	1286
2025 Q2	$63.6K	Hold	2,445	–	–	﹤0.01%	1446
2025 Q1	$62.3K	Hold	2,445	–	–	﹤0.01%	1371
2024 Q4	$62.8K	Buy	+2,445	New	+$63.7K	﹤0.01%	1231

Other funds holding BSJU

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

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

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

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

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

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

GGI

GPM Growth Investors Bloomfield Hills, Michigan $239M AUM 11.87% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

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

Geneos Wealth Management increased its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 94% in Q2 2026, buying an estimated $130K and bringing the position to 10,404 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #903.

Geneos Wealth Management first reported a position in BSJU in Q4 2024 and has held it in 7 quarters since. 73 funds tracked by Wall St. Rank hold BSJU as of Q2 2026.

Geneos Wealth Management held 10,404 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $269K as of Q2 2026.
Geneos Wealth Management bought 5,033 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $130K.
Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #903 holding.
Geneos Wealth Management first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
73 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q2 2026.

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