Howard Wealth Management’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Howard Wealth Management’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 Q1	$4.01M	Buy	184,719 +13,237	+8%	+$290K	1.69%	19
2025 Q4	$3.77M	Buy	171,482 +52,163	+44%	+$1.15M	1.65%	20
2025 Q3	$2.63M	Buy	119,319 +21,584	+22%	+$476K	1.21%	23
2025 Q2	$2.16M	Sell	97,735 -518	-0.5%	-$11.2K	1.09%	25
2025 Q1	$2.13M	Sell	98,253 -100	-0.1%	-$2.19K	1.18%	23
2024 Q4	$2.13M	Buy	98,353 +18,958	+24%	+$417K	1.15%	25
2024 Q3	$1.76M	Buy	+79,395	New	+$1.73M	1.02%	27

Other funds holding BSJS

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Howard Wealth Management's BSJS Position: Q1 2026 in Review

Howard Wealth Management increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 7.7% in Q1 2026, buying an estimated $290K and bringing the position to 184,719 shares worth $4.01M. The position accounts for 1.69% of the portfolio, ranked #19.

Howard Wealth Management first reported a position in BSJS in Q3 2024 and has held it in 7 quarters since. 144 funds tracked by Wall St. Rank hold BSJS as of Q1 2026.

Howard Wealth Management held 184,719 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $4.01M as of Q1 2026.
Howard Wealth Management bought 13,237 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $290K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 1.69% of Howard Wealth Management's portfolio in Q1 2026, its #19 holding.
Howard Wealth Management first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
144 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q1 2026.

Based on Howard Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.