Larson Financial Group’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$57.4K	Buy	2,185 +380	+21%	+$9.98K	﹤0.01%	1464
2026 Q1	$46.9K	Buy	1,805 +223	+14%	+$5.91K	﹤0.01%	1387
2025 Q4	$42.2K	Hold	1,582	–	–	﹤0.01%	1317
2025 Q3	$42.4K	Hold	1,582	–	–	﹤0.01%	1231
2025 Q2	$42.2K	Hold	1,582	–	–	﹤0.01%	1143
2025 Q1	$41.2K	Buy	+1,582	New	+$41.6K	﹤0.01%	1100

Other funds holding BSJV

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

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

Larson Financial Group increased its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 21% in Q2 2026, buying an estimated $9.98K and bringing the position to 2,185 shares worth $57.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Larson Financial Group first reported a position in BSJV in Q1 2025 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold BSJV as of Q2 2026.

Larson Financial Group held 2,185 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $57.4K as of Q2 2026.
Larson Financial Group bought 380 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $9.98K.
Invesco BulletShares 2031 High Yield Corporate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1464 holding.
Larson Financial Group first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
49 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q2 2026.

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