Guardian Wealth Advisors (North Carolina)’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-427	Closed	-$9.26K	–	396
2026 Q1	$9.26K	Buy	+427	New	+$9.36K	﹤0.01%	546
2025 Q3	–	Sell	-450	Closed	-$9.92K	–	366
2025 Q2	$9.92K	Hold	450	–	–	﹤0.01%	482
2025 Q1	$9.74K	Hold	450	–	–	﹤0.01%	465
2024 Q4	$9.76K	Hold	450	–	–	﹤0.01%	445
2024 Q3	$9.97K	Buy	+450	New	+$9.83K	﹤0.01%	385

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 $859M AUM 41.74% 1-Year Est. Return

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

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

Guardian Wealth Advisors (North Carolina)'s BSJS Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q2 2026, closing a stake of 427 shares — an estimated $9.26K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in BSJS in Q3 2024 and held it in 5 quarters. The position peaked at $9.97K in Q3 2024. 139 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Invesco BulletShares 2028 High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 427 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $9.26K.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q3 2024 and held it in 5 quarters.
Guardian Wealth Advisors (North Carolina)'s Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $9.97K in Q3 2024.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.