Horizons Wealth Management’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Horizons Wealth Management’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	$75.6K	Hold	3,592	–	–	0.05%	88
2025 Q4	$77.3K	Buy	3,592 +172	+5%	+$3.7K	0.05%	87
2025 Q3	$73.8K	Buy	3,420 +1,562	+84%	+$33.6K	0.05%	90
2025 Q2	$40K	Hold	1,858	–	–	0.03%	109
2025 Q1	$39.2K	Hold	1,858	–	–	0.03%	108
2024 Q4	$39.8K	Buy	+1,858	New	+$40.2K	0.03%	105

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

LWL

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Horizons Wealth Management's BSJT Position: Q1 2026 in Review

Horizons Wealth Management held its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) position steady in Q1 2026 at 3,592 shares worth $75.6K. The position accounts for 0.05% of the portfolio, ranked #88.

Horizons Wealth Management first reported a position in BSJT in Q4 2024 and has held it in 6 quarters since. The position peaked at $77.3K in Q4 2025. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

Horizons Wealth Management held 3,592 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $75.6K as of Q1 2026.
Horizons Wealth Management left its Invesco BulletShares 2029 High Yield Corporate Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.05% of Horizons Wealth Management's portfolio in Q1 2026, its #88 holding.
Horizons Wealth Management first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Horizons Wealth Management's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $77.3K in Q4 2025.
111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.