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LBMC Investment Advisors’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

LBMC Investment Advisors’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
Q2 		$2.43M Buy
111,946
+39
+0% +$851 0.13% 70
2026
Q1 		$2.43M Buy
+111,907
New +$2.45M 0.15% 69

Other funds holding BSJS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

LBMC Investment Advisors's BSJS Position: Q2 2026 in Review

LBMC Investment Advisors increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 0.03% in Q2 2026, buying an estimated $851 and bringing the position to 111,946 shares worth $2.43M. The position accounts for 0.13% of the portfolio, ranked #70.

LBMC Investment Advisors first reported a position in BSJS in Q1 2026 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

  • LBMC Investment Advisors held 111,946 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $2.43M as of Q2 2026.
  • LBMC Investment Advisors bought 39 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $851.
  • Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.13% of LBMC Investment Advisors's portfolio in Q2 2026, its #70 holding.
  • LBMC Investment Advisors first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.