Legacy Financial Group (Iowa)’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Legacy Financial Group (Iowa)’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	$1.01M	Buy	46,330 +3,286	+8%	+$71.7K	0.11%	66
2026 Q1	$933K	Buy	43,044 +397	+0.9%	+$8.7K	0.12%	63
2025 Q4	$938K	Buy	42,647 +9,501	+29%	+$209K	0.12%	62
2025 Q3	$732K	Buy	33,146 +6,070	+22%	+$134K	0.1%	65
2025 Q2	$597K	Buy	27,076 +1,600	+6%	+$34.7K	0.08%	71
2025 Q1	$551K	Buy	25,476 +3,291	+15%	+$72.1K	0.08%	69
2024 Q4	$481K	Buy	22,185 +6,287	+40%	+$138K	0.08%	74
2024 Q3	$352K	Buy	+15,898	New	+$347K	0.07%	53

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

Legacy Financial Group (Iowa)'s BSJS Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 7.6% in Q2 2026, buying an estimated $71.7K and bringing the position to 46,330 shares worth $1.01M. The position accounts for 0.11% of the portfolio, ranked #66.

Legacy Financial Group (Iowa) first reported a position in BSJS in Q3 2024 and has held it in 8 quarters since. 138 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

Legacy Financial Group (Iowa) held 46,330 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $1.01M as of Q2 2026.
Legacy Financial Group (Iowa) bought 3,286 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $71.7K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.11% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #66 holding.
Legacy Financial Group (Iowa) first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
138 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.