LPL Financial
BSJV icon

LPL Financial’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

LPL Financial’s Portfolio BSJV Stock Details BSJV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.48M Buy
249,170
+44,839
+22% +$1.19M ﹤0.01% 2401
2025
Q4 		$5.46M Sell
204,331
-28,407
-12% -$755K ﹤0.01% 2458
2025
Q3 		$6.24M Buy
232,738
+4,360
+2% +$116K ﹤0.01% 2278
2025
Q2 		$6.09M Buy
228,378
+12,060
+6% +$314K ﹤0.01% 2153
2025
Q1 		$5.63M Buy
216,318
+27,353
+14% +$720K ﹤0.01% 2056
2024
Q4 		$4.92M Buy
188,965
+9,077
+5% +$240K ﹤0.01% 2096
2024
Q3 		$4.84M Buy
179,888
+39,347
+28% +$1.05M ﹤0.01% 2026
2024
Q2 		$3.66M Buy
140,541
+24,225
+21% +$629K ﹤0.01% 2106
2024
Q1 		$3.06M Buy
+116,316
New +$3.04M ﹤0.01% 2168

Other funds holding BSJV

LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return

LPL Financial's BSJV Position: Q1 2026 in Review

LPL Financial increased its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 22% in Q1 2026, buying an estimated $1.19M and bringing the position to 249,170 shares worth $6.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2401.

LPL Financial first reported a position in BSJV in Q1 2024 and has held it in 9 quarters since. 50 funds tracked by Wall St. Rank hold BSJV as of Q1 2026.

  • LPL Financial held 249,170 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $6.48M as of Q1 2026.
  • LPL Financial bought 44,839 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.19M.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2401 holding.
  • LPL Financial first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 50 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q1 2026.

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