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
Q2 		$19.4M Buy
916,872
+76,102
+9% +$1.61M 2.18% 13
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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

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

Legacy Financial Group (Iowa) increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 9.1% in Q2 2026, buying an estimated $1.61M and bringing the position to 916,872 shares worth $19.4M. The position accounts for 2.18% of the portfolio, ranked #13.

Legacy Financial Group (Iowa) first reported a position in BSJT in Q2 2024 and has held it in 9 quarters since. 118 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

  • Legacy Financial Group (Iowa) held 916,872 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $19.4M as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 76,102 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.61M.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 2.18% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #13 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 9 quarters since.
  • 118 funds tracked by Wall St. Rank held Invesco BulletShares 2029 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.