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Integrated Wealth Concepts’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Integrated Wealth Concepts’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 		$391K Buy
18,521
+1,268
+7% +$26.9K ﹤0.01% 1826
2026
Q1 		$363K Buy
17,253
+2,584
+18% +$55.2K ﹤0.01% 1735
2025
Q4 		$316K Buy
+14,669
New +$315K ﹤0.01% 1293

Other funds holding BSJT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Integrated Wealth Concepts increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 7.3% in Q2 2026, buying an estimated $26.9K and bringing the position to 18,521 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #1826.

Integrated Wealth Concepts first reported a position in BSJT in Q4 2025 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

  • Integrated Wealth Concepts held 18,521 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $391K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,268 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $26.9K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1826 holding.
  • Integrated Wealth Concepts first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

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