IMA Advisory Services’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

IMA Advisory Services’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	$248K	Hold	9,440	–	–	0.02%	303
2026 Q1	$245K	Buy	9,440 +1,704	+22%	+$45.2K	0.02%	168
2025 Q4	$207K	Buy	7,736 +1,506	+24%	+$40K	0.02%	177
2025 Q3	$167K	Sell	6,230 -3,879	-38%	-$103K	0.02%	175
2025 Q2	$270K	Buy	10,109 +110	+1%	+$2.87K	0.03%	160
2025 Q1	$260K	Buy	+9,999	New	+$263K	0.03%	161

Other funds holding BSJV

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

IMA Advisory Services's BSJV Position: Q2 2026 in Review

IMA Advisory Services held its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) position steady in Q2 2026 at 9,440 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #303.

IMA Advisory Services first reported a position in BSJV in Q1 2025 and has held it in 6 quarters since. The position peaked at $270K in Q2 2025. 49 funds tracked by Wall St. Rank hold BSJV as of Q2 2026.

IMA Advisory Services held 9,440 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $248K as of Q2 2026.
IMA Advisory Services 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 0.02% of IMA Advisory Services's portfolio in Q2 2026, its #303 holding.
IMA Advisory Services first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
IMA Advisory Services's Invesco BulletShares 2031 High Yield Corporate Bond ETF position peaked at $270K in Q2 2025.
49 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.