HWM
BSJT icon

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

Howard 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
Q2 		$4.39M Buy
207,945
+22,888
+12% +$485K 1.62% 22
2026
Q1 		$3.89M Buy
185,057
+12,967
+8% +$277K 1.64% 20
2025
Q4 		$3.7M Buy
172,090
+55,616
+48% +$1.2M 1.62% 21
2025
Q3 		$2.51M Buy
116,474
+23,843
+26% +$513K 1.15% 25
2025
Q2 		$1.99M Sell
92,631
-2,523
-3% -$53.2K 1.01% 28
2025
Q1 		$2.01M Sell
95,154
-235
-0.2% -$5.04K 1.12% 27
2024
Q4 		$2.04M Buy
95,389
+16,993
+22% +$368K 1.1% 26
2024
Q3 		$1.71M Buy
+78,396
New +$1.69M 1% 28

Other funds holding BSJT

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
BAM
Banta Asset Management Newport Beach, California $112M AUM
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Howard Wealth Management's BSJT Position: Q2 2026 in Review

Howard Wealth Management increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 12% in Q2 2026, buying an estimated $485K and bringing the position to 207,945 shares worth $4.39M. The position accounts for 1.62% of the portfolio, ranked #22.

Howard Wealth Management first reported a position in BSJT in Q3 2024 and has held it in 8 quarters since. 36 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

  • Howard Wealth Management held 207,945 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $4.39M as of Q2 2026.
  • Howard Wealth Management bought 22,888 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $485K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 1.62% of Howard Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Howard Wealth Management first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 36 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.