Legacy Financial Group (Iowa)
BSJT icon

Legacy Financial Group (Iowa)’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio BSJT Stock Details BSJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.7M Buy
840,770
+20,436
+2% +$436K 2.22% 15
2025
Q4 		$17.6M Buy
820,334
+92,674
+13% +$1.99M 2.17% 17
2025
Q3 		$15.7M Buy
727,660
+52,757
+8% +$1.13M 2.05% 18
2025
Q2 		$14.5M Sell
674,903
-15,954
-2% -$336K 2.03% 19
2025
Q1 		$14.6M Buy
690,857
+30,268
+5% +$650K 2.24% 17
2024
Q4 		$14.1M Buy
660,589
+179,978
+37% +$3.9M 2.29% 16
2024
Q3 		$10.5M Buy
480,611
+99,746
+26% +$2.15M 2.02% 16
2024
Q2 		$7.98M Buy
+380,865
New +$8.01M 1.57% 18

Other funds holding BSJT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Legacy Financial Group (Iowa)'s BSJT Position: Q1 2026 in Review

Legacy Financial Group (Iowa) increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 2.5% in Q1 2026, buying an estimated $436K and bringing the position to 840,770 shares worth $17.7M. The position accounts for 2.22% of the portfolio, ranked #15.

Legacy Financial Group (Iowa) first reported a position in BSJT in Q2 2024 and has held it in 8 quarters since. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

  • Legacy Financial Group (Iowa) held 840,770 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $17.7M as of Q1 2026.
  • Legacy Financial Group (Iowa) bought 20,436 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $436K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 2.22% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #15 holding.
  • Legacy Financial Group (Iowa) first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.