Independent Financial Group’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Independent Financial Group’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 Q2	$679K	Buy	26,307 +5,019	+24%	+$130K	0.01%	847
2026 Q1	$545K	Buy	21,288 +2,617	+14%	+$68K	0.01%	894
2025 Q4	$487K	Buy	18,671 +5,012	+37%	+$131K	0.01%	909
2025 Q3	$357K	Buy	+13,659	New	+$356K	0.01%	1003

Other funds holding BSJU

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

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

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

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

SIC

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

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

GGI

GPM Growth Investors Bloomfield Hills, Michigan $239M AUM 11.87% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

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

Independent Financial Group increased its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 24% in Q2 2026, buying an estimated $130K and bringing the position to 26,307 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #847.

Independent Financial Group first reported a position in BSJU in Q3 2025 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold BSJU as of Q2 2026.

Independent Financial Group held 26,307 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $679K as of Q2 2026.
Independent Financial Group bought 5,019 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $130K.
Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #847 holding.
Independent Financial Group first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
73 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q2 2026.

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