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Kaye Capital Management’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Kaye Capital Management’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
2025
Q2 		$7.65M Buy
355,560
+214,407
+152% +$4.52M 2.94% 10
2025
Q1 		$2.98M Buy
+141,153
New +$3.03M 1.21% 19

Other funds holding BSJT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kaye Capital Management's BSJT Position: Q2 2025 in Review

Kaye Capital Management increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 152% in Q2 2025, buying an estimated $4.52M and bringing the position to 355,560 shares worth $7.65M. The position accounts for 2.94% of the portfolio, ranked #10.

Kaye Capital Management first reported a position in BSJT in Q1 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold BSJT as of Q2 2025.

  • Kaye Capital Management held 355,560 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $7.65M as of Q2 2025.
  • Kaye Capital Management bought 214,407 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2025, an estimated $4.52M.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 2.94% of Kaye Capital Management's portfolio in Q2 2025, its #10 holding.
  • Kaye Capital Management first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2025.

Based on Kaye Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.