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Independent Advisor Alliance’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Independent Advisor Alliance’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 		$1.37M Buy
+53,694
New +$1.39M 0.01% 678

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

Independent Advisor Alliance's BSJU Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) in Q1 2026: 53,694 shares worth $1.37M. The stake represents 0.01% of the portfolio and ranks #678 among its holdings.

77 funds tracked by Wall St. Rank hold BSJU as of Q1 2026.

  • Independent Advisor Alliance held 53,694 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $1.37M as of Q1 2026.
  • Invesco BulletShares 2030 High Yield Corporate Bond ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #678 holding.
  • 77 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.