LPL Financial
BSJU icon

LPL Financial’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

LPL Financial’s Portfolio BSJU Stock Details BSJU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.8M Buy
1,037,638
+413,363
+66% +$10.7M 0.01% 1389
2026
Q1 		$16M Buy
624,275
+87,606
+16% +$2.28M ﹤0.01% 1633
2025
Q4 		$14M Sell
536,669
-88,288
-14% -$2.3M ﹤0.01% 1656
2025
Q3 		$16.3M Buy
624,957
+101,954
+19% +$2.66M ﹤0.01% 1491
2025
Q2 		$13.6M Buy
523,003
+246,462
+89% +$6.29M ﹤0.01% 1501
2025
Q1 		$7.05M Buy
276,541
+49,686
+22% +$1.28M ﹤0.01% 1866
2024
Q4 		$5.83M Buy
226,855
+2,859
+1% +$74.4K ﹤0.01% 1954
2024
Q3 		$5.91M Buy
223,996
+65,411
+41% +$1.7M ﹤0.01% 1853
2024
Q2 		$4.03M Buy
158,585
+38,891
+32% +$990K ﹤0.01% 2028
2024
Q1 		$3.07M Buy
119,694
+105,266
+730% +$2.68M ﹤0.01% 2165
2023
Q4 		$368K Buy
+14,428
New +$353K ﹤0.01% 3921

Other funds holding BSJU

Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GGI
GPM Growth Investors Bloomfield Hills, Michigan $239M AUM 11.87% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial's BSJU Position: Q2 2026 in Review

LPL Financial increased its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 66% in Q2 2026, buying an estimated $10.7M and bringing the position to 1,037,638 shares worth $26.8M. The position accounts for 0.01% of the portfolio, ranked #1389.

LPL Financial first reported a position in BSJU in Q4 2023 and has held it in 11 quarters since. 74 funds tracked by Wall St. Rank hold BSJU as of Q2 2026.

  • LPL Financial held 1,037,638 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $26.8M as of Q2 2026.
  • LPL Financial bought 413,363 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $10.7M.
  • Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1389 holding.
  • LPL Financial first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 74 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q2 2026.

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