Glass Jacobson Investment Advisors’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio BSJS Stock Details BSJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.87M	Buy	85,992 +24,015	+39%	+$524K	0.58%	61
2026 Q1	$1.34M	Buy	61,977 +20,703	+50%	+$454K	0.46%	75
2025 Q4	$908K	Buy	41,274 +13,359	+48%	+$294K	0.33%	86
2025 Q3	$616K	Buy	27,915 +6,356	+29%	+$140K	0.22%	106
2025 Q2	$475K	Buy	21,559 +10,170	+89%	+$221K	0.18%	116
2025 Q1	$247K	Hold	11,389	–	–	0.08%	209
2024 Q4	$247K	Buy	+11,389	New	+$250K	0.08%	209

Other funds holding BSJS

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Glass Jacobson Investment Advisors's BSJS Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 39% in Q2 2026, buying an estimated $524K and bringing the position to 85,992 shares worth $1.87M. The position accounts for 0.58% of the portfolio, ranked #61.

Glass Jacobson Investment Advisors first reported a position in BSJS in Q4 2024 and has held it in 7 quarters since. 138 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

Glass Jacobson Investment Advisors held 85,992 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $1.87M as of Q2 2026.
Glass Jacobson Investment Advisors bought 24,015 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $524K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.58% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #61 holding.
Glass Jacobson Investment Advisors first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
138 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.