Koss-Olinger Consulting’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Koss-Olinger Consulting’s Portfolio BSJS Stock Details BSJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$480K	Buy	22,091 +325	+1%	+$7.09K	0.04%	91
2026 Q1	$472K	Buy	21,766 +3,254	+18%	+$71.3K	0.04%	162
2025 Q4	$407K	Buy	18,512 +2,869	+18%	+$63.1K	0.03%	185
2025 Q3	$345K	Hold	15,643	–	–	0.03%	249
2025 Q2	$345K	Sell	15,643 -1,256	-7%	-$27.2K	0.03%	250
2025 Q1	$366K	Buy	16,899 +505	+3%	+$11.1K	0.03%	238
2024 Q4	$355K	Buy	+16,394	New	+$360K	0.03%	149

Other funds holding BSJS

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Koss-Olinger Consulting's BSJS Position: Q2 2026 in Review

Koss-Olinger Consulting increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 1.5% in Q2 2026, buying an estimated $7.09K and bringing the position to 22,091 shares worth $480K. The position accounts for 0.04% of the portfolio, ranked #91.

Koss-Olinger Consulting first reported a position in BSJS in Q4 2024 and has held it in 7 quarters since. 139 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

Koss-Olinger Consulting held 22,091 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $480K as of Q2 2026.
Koss-Olinger Consulting bought 325 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $7.09K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.04% of Koss-Olinger Consulting's portfolio in Q2 2026, its #91 holding.
Koss-Olinger Consulting first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.