Larson Financial Group’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$67.9K	Buy	2,731 +19	+0.7%	+$487	﹤0.01%	1442
2026 Q2	$70K	Buy	2,712 +19	+0.7%	+$491	﹤0.01%	1362
2026 Q1	$68.9K	Buy	2,693 +18	+0.7%	+$468	﹤0.01%	1174
2025 Q4	$69.8K	Sell	2,675 -1,483	-36%	-$38.6K	﹤0.01%	1077
2025 Q3	$109K	Buy	4,158 +17	+0.4%	+$443	﹤0.01%	870
2025 Q2	$108K	Buy	4,141 +17	+0.4%	+$434	﹤0.01%	829
2025 Q1	$105K	Buy	4,124 +2,902	+237%	+$74.9K	0.01%	781
2024 Q4	$31.4K	Buy	1,222 +767	+169%	+$20K	﹤0.01%	1052
2024 Q3	$12K	Buy	+455	New	+$11.8K	﹤0.01%	1405

Other funds holding BSJU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $898M AUM 10.42% 1-Year Est. Return

SFE Investment Counsel Los Angeles, California $747M AUM 27.5% 1-Year Est. Return

GPM Growth Investors Bloomfield Hills, Michigan $237M AUM 8.62% 1-Year Est. Return

Howard Wealth Management Madison, Connecticut $277M AUM 13.83% 1-Year Est. Return

Kinetic Wealth Investment Advisors Westlake, Ohio $219M AUM

Turning Point Benefit Group Frederick, Maryland $245M AUM 13.29% 1-Year Est. Return

Milestones Private Investment Advisors Fairport, New York $123M AUM 18.31% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Larson Financial Group's BSJU Position: Q3 2026 in Review

Larson Financial Group increased its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 0.7% in Q3 2026, buying an estimated $487 and bringing the position to 2,731 shares worth $67.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

Larson Financial Group first reported a position in BSJU in Q3 2024 and has held it in 9 quarters since. The position peaked at $109K in Q3 2025. 53 funds tracked by Wall St. Rank hold BSJU as of Q3 2026.

Larson Financial Group held 2,731 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $67.9K as of Q3 2026.
Larson Financial Group bought 19 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $487.
Invesco BulletShares 2030 High Yield Corporate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1442 holding.
Larson Financial Group first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q3 2024 and has held it in 9 quarters since.
Larson Financial Group's Invesco BulletShares 2030 High Yield Corporate Bond ETF position peaked at $109K in Q3 2025.
53 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.