Legacy Financial Group (Iowa)’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio BSJU Stock Details BSJU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.4M	Buy	560,883 +15,219	+3%	+$395K	1.81%	20
2025 Q4	$14.2M	Buy	545,664 +91,260	+20%	+$2.38M	1.76%	23
2025 Q3	$11.9M	Buy	454,404 +58,914	+15%	+$1.53M	1.56%	24
2025 Q2	$10.3M	Buy	395,490 +373,146	+1,670%	+$9.52M	1.44%	24
2025 Q1	$570K	Buy	+22,344	New	+$577K	0.09%	67

Other funds holding BSJU

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

GGI

GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Legacy Financial Group (Iowa) increased its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 2.8% in Q1 2026, buying an estimated $395K and bringing the position to 560,883 shares worth $14.4M. The position accounts for 1.81% of the portfolio, ranked #20.

Legacy Financial Group (Iowa) first reported a position in BSJU in Q1 2025 and has held it in 5 quarters since. 77 funds tracked by Wall St. Rank hold BSJU as of Q1 2026.

Legacy Financial Group (Iowa) held 560,883 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $14.4M as of Q1 2026.
Legacy Financial Group (Iowa) bought 15,219 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $395K.
Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 1.81% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #20 holding.
Legacy Financial Group (Iowa) first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
77 funds tracked by Wall St. Rank held Invesco BulletShares 2030 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.