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 Q3	$4.55M	Buy	220,052 +12,107	+6%	+$255K	1.64%	23
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $744M AUM 23.15% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

SFE Investment Counsel Los Angeles, California $747M AUM 27.5% 1-Year Est. Return

Banta Asset Management Newport Beach, California $112M AUM 8.46% 1-Year Est. Return

Pacific Wealth Strategies Group Santa Barbara, California $185M AUM 15.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sidoxia Capital Management Newport Beach, California $142M AUM

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Turning Point Benefit Group Frederick, Maryland $245M AUM 13.29% 1-Year Est. Return

Howard Wealth Management's BSJT Position: Q3 2026 in Review

Howard Wealth Management increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 5.8% in Q3 2026, buying an estimated $255K and bringing the position to 220,052 shares worth $4.55M. The position accounts for 1.64% of the portfolio, ranked #23.

Howard Wealth Management first reported a position in BSJT in Q3 2024 and has held it in 9 quarters since. 68 funds tracked by Wall St. Rank hold BSJT as of Q3 2026.

Howard Wealth Management held 220,052 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $4.55M as of Q3 2026.
Howard Wealth Management bought 12,107 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $255K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 1.64% of Howard Wealth Management's portfolio in Q3 2026, its #23 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 9 quarters since.
68 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.