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Geneos Wealth Management’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

Geneos Wealth Management’s Portfolio BSJV Stock Details BSJV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$98.9K Hold
3,805
– – ﹤0.01% 1177
2025
Q4 		$102K Hold
3,805
– – ﹤0.01% 1144
2025
Q3 		$102K Hold
3,805
– – ﹤0.01% 1118
2025
Q2 		$102K Sell
3,805
-3,805
-50% -$99.1K ﹤0.01% 1247
2025
Q1 		$198K Buy
7,610
+3,805
+100% +$100K ﹤0.01% 1235
2024
Q4 		$99.1K Buy
+3,805
New +$101K ﹤0.01% 1072

Other funds holding BSJV

LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

Geneos Wealth Management's BSJV Position: Q1 2026 in Review

Geneos Wealth Management held its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) position steady in Q1 2026 at 3,805 shares worth $98.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Geneos Wealth Management first reported a position in BSJV in Q4 2024 and has held it in 6 quarters since. The position peaked at $198K in Q1 2025. 50 funds tracked by Wall St. Rank hold BSJV as of Q1 2026.

  • Geneos Wealth Management held 3,805 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $98.9K as of Q1 2026.
  • Geneos Wealth Management left its Invesco BulletShares 2031 High Yield Corporate Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1177 holding.
  • Geneos Wealth Management first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's Invesco BulletShares 2031 High Yield Corporate Bond ETF position peaked at $198K in Q1 2025.
  • 50 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.