HUB Investment Partners’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

HUB Investment Partners’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 Q1	$229K	Buy	8,816 +958	+12%	+$25.4K	0.01%	936
2025 Q4	$210K	Sell	7,858 -44	-0.6%	-$1.17K	0.01%	828
2025 Q3	$212K	Sell	7,902 -458	-5%	-$12.2K	0.01%	685
2025 Q2	$223K	Sell	8,360 -1,586	-16%	-$41.3K	0.01%	595
2025 Q1	$259K	Buy	9,946 +494	+5%	+$13K	0.01%	484
2024 Q4	$246K	Buy	+9,452	New	+$250K	0.01%	447
2024 Q3	–	Sell	-7,775	Closed	-$202K	–	555
2024 Q2	$202K	Sell	7,775 -255	-3%	-$6.62K	0.01%	444
2024 Q1	$211K	Buy	+8,030	New	+$210K	0.01%	422

Other funds holding BSJV

LWL

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

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

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

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

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

HUB Investment Partners increased its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 12% in Q1 2026, buying an estimated $25.4K and bringing the position to 8,816 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #936.

HUB Investment Partners first reported a position in BSJV in Q1 2024 and has held it in 8 quarters since. The position peaked at $259K in Q1 2025. 50 funds tracked by Wall St. Rank hold BSJV as of Q1 2026.

HUB Investment Partners held 8,816 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $229K as of Q1 2026.
HUB Investment Partners bought 958 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $25.4K.
Invesco BulletShares 2031 High Yield Corporate Bond ETF made up 0.01% of HUB Investment Partners's portfolio in Q1 2026, its #936 holding.
HUB Investment Partners first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
HUB Investment Partners's Invesco BulletShares 2031 High Yield Corporate Bond ETF position peaked at $259K in Q1 2025.
50 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q1 2026.

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