Keating Financial Advisory Services’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

Keating Financial Advisory Services’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 Q1	$9.49K	Hold	365	–	–	﹤0.01%	1154
2025 Q4	$9.75K	Buy	+365	New	+$9.71K	﹤0.01%	1099

Other funds holding BSJV

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

Keating Financial Advisory Services's BSJV Position: Q1 2026 in Review

Keating Financial Advisory Services held its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) position steady in Q1 2026 at 365 shares worth $9.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Keating Financial Advisory Services first reported a position in BSJV in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.75K in Q4 2025. 50 funds tracked by Wall St. Rank hold BSJV as of Q1 2026.

Keating Financial Advisory Services held 365 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $9.49K as of Q1 2026.
Keating Financial Advisory Services left its Invesco BulletShares 2031 High Yield Corporate Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2031 High Yield Corporate Bond ETF made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q1 2026, its #1154 holding.
Keating Financial Advisory Services first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
Keating Financial Advisory Services's Invesco BulletShares 2031 High Yield Corporate Bond ETF position peaked at $9.75K in Q4 2025.
50 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.