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Lodestone Wealth Management’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Lodestone Wealth Management’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
Q2 		– Sell
-602
Closed -$12.7K – 785
2026
Q1 		$12.7K Buy
602
+10
+2% +$213 0.01% 475
2025
Q4 		$12.7K Buy
+592
New +$12.7K 0.01% 468

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Lodestone Wealth Management sold out of Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) in Q2 2026, closing a stake of 602 shares — an estimated $12.7K sold.

Lodestone Wealth Management first reported a position in BSJT in Q4 2025 and held it in 2 quarters. The position peaked at $12.7K in Q4 2025. 117 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

  • Lodestone Wealth Management reported no remaining Invesco BulletShares 2029 High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Lodestone Wealth Management sold 602 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $12.7K.
  • Lodestone Wealth Management first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Lodestone Wealth Management's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $12.7K in Q4 2025.
  • 117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

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