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 Q3	$54.8K	Hold	2,185	–	–	﹤0.01%	1566
2026 Q2	$57.4K	Buy	2,185 +380	+21%	+$10K	﹤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

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Jessup Wealth Management Dayton, Ohio $476M AUM 48.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

4Thought Financial Group Syosset, New York $215M AUM 6.1% 1-Year Est. Return

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

Larson Financial Group held its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) position steady in Q3 2026 at 2,185 shares worth $54.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Larson Financial Group first reported a position in BSJV in Q1 2025 and has held it in 7 quarters since. The position peaked at $57.4K in Q2 2026. 27 funds tracked by Wall St. Rank hold BSJV as of Q3 2026.

Larson Financial Group held 2,185 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $54.8K as of Q3 2026.
Larson Financial Group left its Invesco BulletShares 2031 High Yield Corporate Bond ETF share count unchanged in Q3 2026.
Invesco BulletShares 2031 High Yield Corporate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1566 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 7 quarters since.
Larson Financial Group's Invesco BulletShares 2031 High Yield Corporate Bond ETF position peaked at $57.4K in Q2 2026.
27 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q3 2026.

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