Independent Financial Group
BSJS icon

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
Q3 		$650K Buy
30,368
+2,526
+9% +$54.9K 0.01% 873
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

MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
BCI
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

Independent Financial Group's BSJS Position: Q3 2026 in Review

Independent Financial Group increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 9.1% in Q3 2026, buying an estimated $54.9K and bringing the position to 30,368 shares worth $650K. The position accounts for 0.01% of the portfolio, ranked #873.

Independent Financial Group first reported a position in BSJS in Q1 2025 and has held it in 7 quarters since. 18 funds tracked by Wall St. Rank hold BSJS as of Q3 2026.

  • Independent Financial Group held 30,368 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $650K as of Q3 2026.
  • Independent Financial Group bought 2,526 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $54.9K.
  • Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #873 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 7 quarters since.
  • 18 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.