Independent Financial Group’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Independent Financial Group’s Portfolio BSJS Stock Details BSJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$605K	Buy	27,842 +4,649	+20%	+$101K	0.01%	903
2026 Q1	$503K	Buy	23,193 +3,043	+15%	+$66.7K	0.01%	929
2025 Q4	$443K	Buy	20,150 +4,586	+29%	+$101K	0.01%	960
2025 Q3	$344K	Buy	15,564 +3,063	+25%	+$67.5K	0.01%	1022
2025 Q2	$276K	Buy	12,501 +480	+4%	+$10.4K	0.01%	1072
2025 Q1	$260K	Buy	+12,021	New	+$263K	0.01%	992

Other funds holding BSJS

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Independent Financial Group's BSJS Position: Q2 2026 in Review

Independent Financial Group increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 20% in Q2 2026, buying an estimated $101K and bringing the position to 27,842 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #903.

Independent Financial Group first reported a position in BSJS in Q1 2025 and has held it in 6 quarters since. 137 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

Independent Financial Group held 27,842 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $605K as of Q2 2026.
Independent Financial Group bought 4,649 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $101K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #903 holding.
Independent Financial Group first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
137 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.