Glass Jacobson Investment Advisors’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

Glass Jacobson Investment Advisors’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	$107	Hold	4	–	–	﹤0.01%	600
2025 Q4	$109	Buy	+4	New	+$106	﹤0.01%	578

Other funds holding BSJV

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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

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

CIA

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

SIC

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

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

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

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

Glass Jacobson Investment Advisors held its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) position steady in Q1 2026 at 4 shares worth $107. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Glass Jacobson Investment Advisors first reported a position in BSJV in Q4 2025 and has held it in 2 quarters since. The position peaked at $109 in Q4 2025. 50 funds tracked by Wall St. Rank hold BSJV as of Q1 2026.

Glass Jacobson Investment Advisors held 4 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $107 as of Q1 2026.
Glass Jacobson Investment Advisors 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 Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #600 holding.
Glass Jacobson Investment Advisors first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
Glass Jacobson Investment Advisors's Invesco BulletShares 2031 High Yield Corporate Bond ETF position peaked at $109 in Q4 2025.
50 funds tracked by Wall St. Rank held Invesco BulletShares 2031 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.