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J.W. Cole Advisors’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

J.W. Cole Advisors’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 		$234K Buy
+11,081
New +$235K ﹤0.01% 1419
2026
Q1 		– Sell
-11,927
Closed -$235K – 838
2025
Q4 		$235K Buy
11,927
+776
+7% +$16.7K 0.01% 1224
2025
Q3 		$241K Buy
+11,151
New +$240K ﹤0.01% 1352

Other funds holding BSJT

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
BAM
Banta Asset Management Newport Beach, California $112M AUM
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return

J.W. Cole Advisors's BSJT Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) in Q2 2026: 11,081 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #1419 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in BSJT as recently as Q4 2025.

J.W. Cole Advisors first reported a position in BSJT in Q3 2025 and has held it in 3 quarters since. The position peaked at $241K in Q3 2025. 48 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

  • J.W. Cole Advisors held 11,081 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $234K as of Q2 2026.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1419 holding.
  • J.W. Cole Advisors first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • J.W. Cole Advisors's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $241K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.