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 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 $377B AUM 19.32% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Koss-Olinger Consulting's BSJS Position: Q1 2026 in Review

Koss-Olinger Consulting increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 18% in Q1 2026, buying an estimated $71.3K and bringing the position to 21,766 shares worth $472K. The position accounts for 0.04% of the portfolio, ranked #162.

Koss-Olinger Consulting first reported a position in BSJS in Q4 2024 and has held it in 6 quarters since. 144 funds tracked by Wall St. Rank hold BSJS as of Q1 2026.

Koss-Olinger Consulting held 21,766 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $472K as of Q1 2026.
Koss-Olinger Consulting bought 3,254 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $71.3K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.04% of Koss-Olinger Consulting's portfolio in Q1 2026, its #162 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 6 quarters since.
144 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.