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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 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

Ledgewood Wealth Advisors's BSJS Position: Q2 2026 in Review

Ledgewood Wealth Advisors increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 0.5% in Q2 2026, buying an estimated $2.03K and bringing the position to 18,842 shares worth $410K. The position accounts for 0.22% of the portfolio, ranked #50.

Ledgewood Wealth Advisors first reported a position in BSJS in Q4 2023 and has held it in 11 quarters since. The position peaked at $516K in Q4 2024. 138 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

Ledgewood Wealth Advisors held 18,842 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $410K as of Q2 2026.
Ledgewood Wealth Advisors bought 93 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.03K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.22% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #50 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 11 quarters since.
Ledgewood Wealth Advisors's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $516K in Q4 2024.
138 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.