Larson Financial Group’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Larson Financial Group’s Portfolio BSJT Stock Details BSJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$154K	Buy	7,290 +118	+2%	+$2.5K	﹤0.01%	962
2026 Q1	$151K	Buy	7,172 +114	+2%	+$2.43K	﹤0.01%	817
2025 Q4	$152K	Sell	7,058 -1,759	-20%	-$37.8K	0.01%	782
2025 Q3	$190K	Buy	8,817 +150	+2%	+$3.23K	0.01%	708
2025 Q2	$187K	Buy	8,667 +153	+2%	+$3.22K	0.01%	673
2025 Q1	$179K	Buy	8,514 +824	+11%	+$17.7K	0.01%	642
2024 Q4	$165K	Sell	7,690 -360	-4%	-$7.79K	0.01%	614
2024 Q3	$176K	Buy	8,050 +4,361	+118%	+$93.8K	0.01%	607
2024 Q2	$77.3K	Buy	+3,689	New	+$77.6K	0.01%	713

Other funds holding BSJT

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

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Larson Financial Group's BSJT Position: Q2 2026 in Review

Larson Financial Group increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 1.6% in Q2 2026, buying an estimated $2.5K and bringing the position to 7,290 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Larson Financial Group first reported a position in BSJT in Q2 2024 and has held it in 9 quarters since. The position peaked at $190K in Q3 2025. 117 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

Larson Financial Group held 7,290 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $154K as of Q2 2026.
Larson Financial Group bought 118 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.5K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #962 holding.
Larson Financial Group first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Larson Financial Group's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $190K in Q3 2025.
117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.