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 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%	+$9.83K	﹤0.01%	376
2024 Q2	$1.38K	Buy	+66	New	+$1.39K	﹤0.01%	415

Other funds holding BSJT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LWL

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

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

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s BSJT Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) in Q1 2026: 501 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #537 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in BSJT as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in BSJT in Q2 2024 and has held it in 6 quarters since. The position peaked at $11.4K in Q3 2024. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 501 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $10.5K as of Q1 2026.
Invesco BulletShares 2029 High Yield Corporate Bond ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #537 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q2 2024 and has held it in 6 quarters since.
Guardian Wealth Advisors (North Carolina)'s Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $11.4K in Q3 2024.
111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.