Glass Jacobson Investment Advisors’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Glass Jacobson Investment Advisors’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 Q1	$106	Hold	4	–	–	﹤0.01%	601
2025 Q4	$106	Buy	+4	New	+$104	﹤0.01%	579

Other funds holding BSJU

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TLP

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

GGI

GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Glass Jacobson Investment Advisors's BSJU Position: Q1 2026 in Review

Glass Jacobson Investment Advisors held its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) position steady in Q1 2026 at 4 shares worth $106. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Glass Jacobson Investment Advisors first reported a position in BSJU in Q4 2025 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold BSJU as of Q1 2026.

Glass Jacobson Investment Advisors held 4 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $106 as of Q1 2026.
Glass Jacobson Investment Advisors left its Invesco BulletShares 2030 High Yield Corporate Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2030 High Yield Corporate Bond ETF made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #601 holding.
Glass Jacobson Investment Advisors first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
77 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.