LBMC Investment Advisors’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

LBMC Investment Advisors’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 Q1	$1.29M	Buy	+49,726	New	+$1.32M	0.08%	94

Other funds holding BSJV

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $9.16B AUM 23.26% 1-Year Est. Return

SFE Investment Counsel Los Angeles, California $624M AUM 23.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return