HUB Investment Partners’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

HUB Investment Partners’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 Q1	$1.26M	Sell	59,931 -23,731	-28%	-$507K	0.03%	327
2025 Q4	$1.8M	Buy	83,662 +46,219	+123%	+$993K	0.05%	227
2025 Q3	$808K	Sell	37,443 -520	-1%	-$11.2K	0.03%	312
2025 Q2	$817K	Buy	37,963 +920	+2%	+$19.4K	0.03%	293
2025 Q1	$781K	Buy	37,043 +5,116	+16%	+$110K	0.03%	262
2024 Q4	$683K	Buy	31,927 +4,312	+16%	+$93.3K	0.03%	261
2024 Q3	$604K	Buy	27,615 +12,744	+86%	+$274K	0.03%	270
2024 Q2	$312K	Sell	14,871 -24,648	-62%	-$518K	0.01%	356
2024 Q1	$837K	Buy	39,519 +8,638	+28%	+$182K	0.05%	198
2023 Q4	$654K	Buy	30,881 +8,721	+39%	+$176K	0.04%	205
2023 Q3	$440K	Hold	22,160	–	–	0.07%	151
2023 Q2	$451K	Hold	22,160	–	–	0.07%	144
2023 Q1	$455K	Buy	+22,160	New	+$451K	0.09%	130

Other funds holding BSJT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HUB Investment Partners's BSJT Position: Q1 2026 in Review

HUB Investment Partners reduced its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 28% in Q1 2026, selling an estimated $507K and leaving 59,931 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #327.

HUB Investment Partners first reported a position in BSJT in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.8M in Q4 2025. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

HUB Investment Partners held 59,931 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $1.26M as of Q1 2026.
HUB Investment Partners sold 23,731 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $507K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.03% of HUB Investment Partners's portfolio in Q1 2026, its #327 holding.
HUB Investment Partners first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
HUB Investment Partners's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $1.8M in Q4 2025.
111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.