Legacy Financial Group (Iowa)
BSJV icon

Legacy Financial Group (Iowa)’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio BSJV Stock Details BSJV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$211K Buy
+8,023
New +$211K 0.02% 128

Other funds holding BSJV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
JWM
Jessup Wealth Management Dayton, Ohio $335M AUM 56.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Legacy Financial Group (Iowa) opened a new position in Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) in Q2 2026: 8,023 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #128 among its holdings.

31 funds tracked by Wall St. Rank hold BSJV as of Q2 2026.

  • Legacy Financial Group (Iowa) held 8,023 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $211K as of Q2 2026.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF was a new Legacy Financial Group (Iowa) position in Q2 2026.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF made up 0.02% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #128 holding.
  • 31 funds tracked by Wall St. Rank held Invesco BulletShares 2031 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.