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 Q3	$406K	Buy	18,935 +93	+0.5%	+$2.02K	0.22%	48
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%	+$2.12K	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%	+$1.94K	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 $859M AUM 41.74% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

AIS

Altium Investment Strategies Wesley Chapel, Florida $87.4M AUM

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Ledgewood Wealth Advisors's BSJS Position: Q3 2026 in Review

Ledgewood Wealth Advisors increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 0.49% in Q3 2026, buying an estimated $2.02K and bringing the position to 18,935 shares worth $406K. The position accounts for 0.22% of the portfolio, ranked #48.

Ledgewood Wealth Advisors first reported a position in BSJS in Q4 2023 and has held it in 12 quarters since. The position peaked at $516K in Q4 2024. 41 funds tracked by Wall St. Rank hold BSJS as of Q3 2026.

Ledgewood Wealth Advisors held 18,935 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $406K as of Q3 2026.
Ledgewood Wealth Advisors bought 93 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $2.02K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.22% of Ledgewood Wealth Advisors's portfolio in Q3 2026, its #48 holding.
Ledgewood Wealth Advisors first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
Ledgewood Wealth Advisors's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $516K in Q4 2024.
41 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q3 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.