Guardian Wealth Advisors (North Carolina)’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio BSJT Stock Details BSJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-501	Closed	-$10.5K	–	397
2026 Q1	$10.5K	Buy	+501	New	+$10.7K	﹤0.01%	537
2025 Q3	–	Sell	-523	Closed	-$11.3K	–	367
2025 Q2	$11.3K	Hold	523	–	–	﹤0.01%	478
2025 Q1	$11K	Hold	523	–	–	﹤0.01%	460
2024 Q4	$11.2K	Hold	523	–	–	﹤0.01%	439
2024 Q3	$11.4K	Buy	523 +457	+692%	+$9.8K	﹤0.01%	376
2024 Q2	$1.38K	Buy	+66	New	+$1.39K	﹤0.01%	415

Other funds holding BSJT

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

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Guardian Wealth Advisors (North Carolina) sold out of Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) in Q2 2026, closing a stake of 501 shares — an estimated $10.5K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in BSJT in Q2 2024 and held it in 6 quarters. The position peaked at $11.4K in Q3 2024. 119 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Invesco BulletShares 2029 High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 501 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $10.5K.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q2 2024 and held it in 6 quarters.
Guardian Wealth Advisors (North Carolina)'s Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $11.4K in Q3 2024.
119 funds tracked by Wall St. Rank held Invesco BulletShares 2029 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.