Legacy Financial Group (Iowa)
BSJU icon

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
Q2 		$16.6M Buy
645,037
+84,154
+15% +$2.17M 1.87% 19
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GGI
GPM Growth Investors Bloomfield Hills, Michigan $239M AUM 11.87% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Legacy Financial Group (Iowa) increased its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 15% in Q2 2026, buying an estimated $2.17M and bringing the position to 645,037 shares worth $16.6M. The position accounts for 1.87% of the portfolio, ranked #19.

Legacy Financial Group (Iowa) first reported a position in BSJU in Q1 2025 and has held it in 6 quarters since. 74 funds tracked by Wall St. Rank hold BSJU as of Q2 2026.

  • Legacy Financial Group (Iowa) held 645,037 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $16.6M as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 84,154 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.17M.
  • Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 1.87% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #19 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 6 quarters since.
  • 74 funds tracked by Wall St. Rank held Invesco BulletShares 2030 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.