Howard Wealth Management’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Howard Wealth Management’s Portfolio BSJU Stock Details BSJU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.26M	Buy	171,178 +10,190	+6%	+$261K	1.54%	24
2026 Q2	$4.16M	Buy	160,988 +17,090	+12%	+$441K	1.54%	23
2026 Q1	$3.68M	Buy	143,898 +10,908	+8%	+$283K	1.55%	22
2025 Q4	$3.47M	Buy	132,990 +94,205	+243%	+$2.45M	1.52%	22
2025 Q3	$1.01M	Buy	+38,785	New	+$1.01M	0.47%	61

Other funds holding BSJU

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

Legacy Financial Group (Iowa) Des Moines, Iowa $898M AUM 10.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

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

GPM Growth Investors Bloomfield Hills, Michigan $237M AUM 8.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

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

Howard Wealth Management increased its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 6.3% in Q3 2026, buying an estimated $261K and bringing the position to 171,178 shares worth $4.26M. The position accounts for 1.54% of the portfolio, ranked #24.

Howard Wealth Management first reported a position in BSJU in Q3 2025 and has held it in 5 quarters since. 72 funds tracked by Wall St. Rank hold BSJU as of Q3 2026.

Howard Wealth Management held 171,178 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $4.26M as of Q3 2026.
Howard Wealth Management bought 10,190 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $261K.
Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 1.54% of Howard Wealth Management's portfolio in Q3 2026, its #24 holding.
Howard Wealth Management first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
72 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q3 2026.

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