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 Q2	$67.4M	Buy	3,190,068 +311,923	+11%	+$6.61M	0.02%	869
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) Des Moines, Iowa $888M AUM 16.86% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

LPL Financial's BSJT Position: Q2 2026 in Review

LPL Financial increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 11% in Q2 2026, buying an estimated $6.61M and bringing the position to 3,190,068 shares worth $67.4M. The position accounts for 0.02% of the portfolio, ranked #869.

LPL Financial first reported a position in BSJT in Q3 2023 and has held it in 12 quarters since. 118 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

LPL Financial held 3,190,068 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $67.4M as of Q2 2026.
LPL Financial bought 311,923 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $6.61M.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #869 holding.
LPL Financial first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
118 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.