LPL Financial
BSJT icon

LPL Financial’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

LPL Financial’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 		$60.5M Buy
2,878,145
+433,899
+18% +$9.26M 0.02% 823
2025
Q4 		$52.6M Buy
2,444,246
+163,307
+7% +$3.51M 0.01% 851
2025
Q3 		$49.2M Buy
2,280,939
+406,861
+22% +$8.75M 0.01% 853
2025
Q2 		$40.3M Buy
1,874,078
+569,070
+44% +$12M 0.01% 875
2025
Q1 		$27.5M Buy
1,305,008
+390,650
+43% +$8.39M 0.01% 965
2024
Q4 		$19.6M Buy
914,358
+312,520
+52% +$6.76M 0.01% 1104
2024
Q3 		$13.2M Buy
601,838
+356,706
+146% +$7.67M 0.01% 1277
2024
Q2 		$5.14M Buy
245,132
+67,063
+38% +$1.41M ﹤0.01% 1825
2024
Q1 		$3.77M Buy
178,069
+153,194
+616% +$3.24M ﹤0.01% 2003
2023
Q4 		$527K Buy
24,875
+11,437
+85% +$231K ﹤0.01% 3624
2023
Q3 		$267K Buy
+13,438
New +$272K ﹤0.01% 4020

Other funds holding BSJT

Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

LPL Financial's BSJT Position: Q1 2026 in Review

LPL Financial increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 18% in Q1 2026, buying an estimated $9.26M and bringing the position to 2,878,145 shares worth $60.5M. The position accounts for 0.02% of the portfolio, ranked #823.

LPL Financial first reported a position in BSJT in Q3 2023 and has held it in 11 quarters since. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

  • LPL Financial held 2,878,145 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $60.5M as of Q1 2026.
  • LPL Financial bought 433,899 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $9.26M.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.02% of LPL Financial's portfolio in Q1 2026, its #823 holding.
  • LPL Financial first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.