Kovitz Investment Group Partners’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-59,339
Closed -$1.31M 562
2025
Q3
$1.31M Buy
+59,339
New +$1.31M 0.01% 770

Other funds holding BSJS

Kovitz Investment Group Partners's BSJS Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q4 2025, closing a stake of 59,339 shares — an estimated $1.31M sold.

Kovitz Investment Group Partners first reported a position in BSJS in Q3 2025 and held it in 1 quarter. The position peaked at $1.31M in Q3 2025. 137 funds tracked by Wall St. Rank hold BSJS as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Invesco BulletShares 2028 High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 59,339 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q4 2025, an estimated $1.31M.
  • Kovitz Investment Group Partners first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $1.31M in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.