Integrated Wealth Concepts’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Integrated Wealth Concepts’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	$860K	Buy	39,549 +1,382	+4%	+$30.2K	0.01%	1308
2026 Q1	$828K	Buy	38,167 +2,651	+7%	+$58.1K	0.01%	1226
2025 Q4	$781K	Buy	35,516 +2,345	+7%	+$51.6K	0.01%	888
2025 Q3	$732K	Buy	33,171 +367	+1%	+$8.09K	0.01%	1146
2025 Q2	$723K	Buy	32,804 +2,008	+7%	+$43.5K	0.01%	1078
2025 Q1	$666K	Buy	30,796 +5,530	+22%	+$121K	0.01%	1017
2024 Q4	$548K	Buy	+25,266	New	+$555K	0.01%	1088

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

Integrated Wealth Concepts's BSJS Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 3.6% in Q2 2026, buying an estimated $30.2K and bringing the position to 39,549 shares worth $860K. The position accounts for 0.01% of the portfolio, ranked #1308.

Integrated Wealth Concepts first reported a position in BSJS in Q4 2024 and has held it in 7 quarters since. 139 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

Integrated Wealth Concepts held 39,549 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $860K as of Q2 2026.
Integrated Wealth Concepts bought 1,382 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $30.2K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1308 holding.
Integrated Wealth Concepts first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.