LFG
BSJS icon

Larson Financial Group’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Larson Financial Group’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 		$453K Buy
20,911
+14,650
+234% +$321K 0.01% 506
2025
Q4 		$138K Sell
6,261
-1,733
-22% -$38.1K ﹤0.01% 815
2025
Q3 		$177K Buy
7,994
+128
+2% +$2.82K 0.01% 725
2025
Q2 		$173K Buy
7,866
+131
+2% +$2.84K 0.01% 693
2025
Q1 		$167K Buy
7,735
+56
+0.7% +$1.23K 0.01% 663
2024
Q4 		$166K Sell
7,679
-366
-5% -$8.05K 0.01% 610
2024
Q3 		$178K Buy
8,045
+4,401
+121% +$96.2K 0.01% 605
2024
Q2 		$78.2K Buy
+3,644
New +$78.2K 0.01% 707

Other funds holding BSJS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return