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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
GGI
GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Howard Wealth Management increased its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 8.2% in Q1 2026, buying an estimated $283K and bringing the position to 143,898 shares worth $3.68M. The position accounts for 1.55% of the portfolio, ranked #22.

Howard Wealth Management first reported a position in BSJU in Q3 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold BSJU as of Q1 2026.

  • Howard Wealth Management held 143,898 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $3.68M as of Q1 2026.
  • Howard Wealth Management bought 10,908 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $283K.
  • Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 1.55% of Howard Wealth Management's portfolio in Q1 2026, its #22 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 3 quarters since.
  • 77 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q1 2026.

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