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 Q2	$80.6K	Sell	3,070 -735	-19%	-$19.3K	﹤0.01%	1297
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	Hold	3,805	–	–	﹤0.01%	1247
2025 Q1	$99K	Hold	3,805	–	–	﹤0.01%	1167
2024 Q4	$99.1K	Buy	+3,805	New	+$101K	﹤0.01%	1072

Other funds holding BSJV

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

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

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

SIC

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

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

Geneos Wealth Management reduced its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 19% in Q2 2026, selling an estimated $19.3K and leaving 3,070 shares worth $80.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Geneos Wealth Management first reported a position in BSJV in Q4 2024 and has held it in 7 quarters since. The position peaked at $102K in Q3 2025. 49 funds tracked by Wall St. Rank hold BSJV as of Q2 2026.

Geneos Wealth Management held 3,070 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $80.6K as of Q2 2026.
Geneos Wealth Management sold 735 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $19.3K.
Invesco BulletShares 2031 High Yield Corporate Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1297 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 7 quarters since.
Geneos Wealth Management's Invesco BulletShares 2031 High Yield Corporate Bond ETF position peaked at $102K in Q3 2025.
49 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q2 2026.

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