Ledgewood Wealth Advisors’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Ledgewood Wealth 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	$410K	Buy	18,842 +93	+0.5%	+$2.03K	0.22%	50
2026 Q1	$407K	Buy	18,749 +90	+0.5%	+$1.97K	0.23%	52
2025 Q4	$411K	Buy	18,659 +1,231	+7%	+$27.1K	0.24%	50
2025 Q3	$385K	Buy	17,428 +96	+0.6%	+$2.12K	0.23%	53
2025 Q2	$382K	Buy	17,332 +98	+0.6%	+$2.13K	0.24%	51
2025 Q1	$373K	Sell	17,234 -6,586	-28%	-$144K	0.24%	48
2024 Q4	$516K	Buy	23,820 +556	+2%	+$12.2K	0.33%	40
2024 Q3	$516K	Buy	23,264 +89	+0.4%	+$1.95K	0.35%	37
2024 Q2	$498K	Buy	23,175 +91	+0.4%	+$1.95K	0.43%	32
2024 Q1	$500K	Buy	23,084 +5,329	+30%	+$115K	0.46%	31
2023 Q4	$385K	Buy	+17,755	New	+$371K	0.36%	40

Other funds holding BSJS

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return