Leo Wealth LLC
BSJV icon

Leo Wealth LLC’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

Leo Wealth LLC’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
Q1 		$7.34M Buy
282,511
+7,973
+3% +$211K 0.53% 43
2025
Q4 		$7.34M Buy
+274,538
New +$7.3M 0.53% 40

Other funds holding BSJV

Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SFE Investment Counsel
SFE Investment Counsel Los Angeles, California $747M AUM 27.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LBMC Investment Advisors
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

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

Leo Wealth LLC increased its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 2.9% in Q1 2026, buying an estimated $211K and bringing the position to 282,511 shares worth $7.34M. The position accounts for 0.53% of the portfolio, ranked #43.

Leo Wealth LLC first reported a position in BSJV in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.34M in Q4 2025. 50 funds tracked by Wall St. Rank hold BSJV as of Q1 2026.

  • Leo Wealth LLC held 282,511 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $7.34M as of Q1 2026.
  • Leo Wealth LLC bought 7,973 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $211K.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF made up 0.53% of Leo Wealth LLC's portfolio in Q1 2026, its #43 holding.
  • Leo Wealth LLC first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Leo Wealth LLC's Invesco BulletShares 2031 High Yield Corporate Bond ETF position peaked at $7.34M in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q1 2026.

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