Independent Financial Group’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$604K	Buy	28,598 +4,733	+20%	+$100K	0.01%	904
2026 Q1	$502K	Buy	23,865 +2,795	+13%	+$59.7K	0.01%	930
2025 Q4	$453K	Buy	21,070 +4,640	+28%	+$99.7K	0.01%	950
2025 Q3	$354K	Buy	16,430 +3,726	+29%	+$80.1K	0.01%	1008
2025 Q2	$273K	Buy	12,704 +495	+4%	+$10.4K	0.01%	1078
2025 Q1	$257K	Buy	+12,209	New	+$262K	0.01%	1000

Other funds holding BSJT

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

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Independent Financial Group increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 20% in Q2 2026, buying an estimated $100K and bringing the position to 28,598 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #904.

Independent Financial Group first reported a position in BSJT in Q1 2025 and has held it in 6 quarters since. 117 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

Independent Financial Group held 28,598 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $604K as of Q2 2026.
Independent Financial Group bought 4,733 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $100K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #904 holding.
Independent Financial Group first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

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