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Leo Wealth LLC’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Leo Wealth LLC’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 		$8.81M Sell
418,693
-2,755
-0.7% -$58.8K 0.64% 35
2025
Q4 		$9.1M Buy
+421,448
New +$9.06M 0.66% 29
2025
Q3 		– Sell
-62,384
Closed -$1.34M – 304
2025
Q2 		$1.34M Buy
+62,384
New +$1.31M 0.1% 151
2025
Q1 		– Sell
-13,941
Closed -$298K – 285
2024
Q4 		$298K Buy
+13,941
New +$302K 0.03% 291

Other funds holding BSJT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Leo Wealth LLC's BSJT Position: Q1 2026 in Review

Leo Wealth LLC reduced its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 0.65% in Q1 2026, selling an estimated $58.8K and leaving 418,693 shares worth $8.81M. The position accounts for 0.64% of the portfolio, ranked #35.

Leo Wealth LLC first reported a position in BSJT in Q4 2024 and has held it in 4 quarters since. The position peaked at $9.1M in Q4 2025. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

  • Leo Wealth LLC held 418,693 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $8.81M as of Q1 2026.
  • Leo Wealth LLC sold 2,755 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $58.8K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.64% of Leo Wealth LLC's portfolio in Q1 2026, its #35 holding.
  • Leo Wealth LLC first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Leo Wealth LLC's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $9.1M in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.