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 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) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

GGI

GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

LPL Financial's BSJU Position: Q1 2026 in Review

LPL Financial increased its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 16% in Q1 2026, buying an estimated $2.28M and bringing the position to 624,275 shares worth $16M. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

LPL Financial first reported a position in BSJU in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.3M in Q3 2025. 77 funds tracked by Wall St. Rank hold BSJU as of Q1 2026.

LPL Financial held 624,275 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $16M as of Q1 2026.
LPL Financial bought 87,606 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $2.28M.
Invesco BulletShares 2030 High Yield Corporate Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1633 holding.
LPL Financial first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
LPL Financial's Invesco BulletShares 2030 High Yield Corporate Bond ETF position peaked at $16.3M in Q3 2025.
77 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q1 2026.

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