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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
Q2 		$1.31M Buy
49,761
+35
+0.1% +$920 0.07% 101
2026
Q1 		$1.29M Buy
+49,726
New +$1.32M 0.08% 94

Other funds holding BSJV

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
AWA
Ark Wealth Advisors Yorba Linda, California $113M AUM

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

LBMC Investment Advisors increased its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 0.07% in Q2 2026, buying an estimated $920 and bringing the position to 49,761 shares worth $1.31M. The position accounts for 0.07% of the portfolio, ranked #101.

LBMC Investment Advisors first reported a position in BSJV in Q1 2026 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold BSJV as of Q2 2026.

  • LBMC Investment Advisors held 49,761 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $1.31M as of Q2 2026.
  • LBMC Investment Advisors bought 35 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $920.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF made up 0.07% of LBMC Investment Advisors's portfolio in Q2 2026, its #101 holding.
  • LBMC Investment Advisors first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q2 2026.

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