Lodestone Wealth Management’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Lodestone Wealth Management’s Portfolio BSJS Stock Details BSJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-584	Closed	-$12.7K	–	784
2026 Q1	$12.7K	Buy	584 +8	+1%	+$175	0.01%	474
2025 Q4	$12.7K	Buy	+576	New	+$12.7K	0.01%	469

Other funds holding BSJS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Lodestone Wealth Management's BSJS Position: Q2 2026 in Review

Lodestone Wealth Management sold out of Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q2 2026, closing a stake of 584 shares — an estimated $12.7K sold.

Lodestone Wealth Management first reported a position in BSJS in Q4 2025 and held it in 2 quarters. The position peaked at $12.7K in Q1 2026. 138 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

Lodestone Wealth Management reported no remaining Invesco BulletShares 2028 High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Lodestone Wealth Management sold 584 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $12.7K.
Lodestone Wealth Management first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
Lodestone Wealth Management's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $12.7K in Q1 2026.
138 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.