HWM
BSJV icon

Howard Wealth Management’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

Howard Wealth Management’s Portfolio BSJV Stock Details BSJV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$212K Hold
8,065
– – 0.08% 149
2026
Q1 		$210K Buy
8,065
+15
+0.2% +$398 0.09% 141
2025
Q4 		$215K Buy
+8,050
New +$214K 0.09% 128

Other funds holding BSJV

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

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

Howard Wealth Management held its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) position steady in Q2 2026 at 8,065 shares worth $212K. The position accounts for 0.08% of the portfolio, ranked #149.

Howard Wealth Management first reported a position in BSJV in Q4 2025 and has held it in 3 quarters since. The position peaked at $215K in Q4 2025. 6 funds tracked by Wall St. Rank hold BSJV as of Q2 2026.

  • Howard Wealth Management held 8,065 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $212K as of Q2 2026.
  • Howard Wealth Management left its Invesco BulletShares 2031 High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF made up 0.08% of Howard Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Howard Wealth Management first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Howard Wealth Management's Invesco BulletShares 2031 High Yield Corporate Bond ETF position peaked at $215K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q2 2026.

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