Jessup Wealth Management’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

Jessup Wealth Management’s Portfolio BSJV Stock Details BSJV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$823K	Sell	31,342 -584	-2%	-$15.3K	0.25%	44
2026 Q1	$830K	Buy	31,926 +1,728	+6%	+$45.8K	0.3%	37
2025 Q4	$806K	Buy	+30,198	New	+$803K	0.27%	43

Other funds holding BSJV

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

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

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

SIC

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

Jessup Wealth Management's BSJV Position: Q2 2026 in Review

Jessup Wealth Management reduced its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 1.8% in Q2 2026, selling an estimated $15.3K and leaving 31,342 shares worth $823K. The position accounts for 0.25% of the portfolio, ranked #44.

Jessup Wealth Management first reported a position in BSJV in Q4 2025 and has held it in 3 quarters since. The position peaked at $830K in Q1 2026. 49 funds tracked by Wall St. Rank hold BSJV as of Q2 2026.

Jessup Wealth Management held 31,342 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $823K as of Q2 2026.
Jessup Wealth Management sold 584 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $15.3K.
Invesco BulletShares 2031 High Yield Corporate Bond ETF made up 0.25% of Jessup Wealth Management's portfolio in Q2 2026, its #44 holding.
Jessup Wealth Management first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Jessup Wealth Management's Invesco BulletShares 2031 High Yield Corporate Bond ETF position peaked at $830K in Q1 2026.
49 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.