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
Q3 		$11.6M Buy
462,471
+174,006
+60% +$4.51M ﹤0.01% 2067
2026
Q2 		$7.57M Buy
288,465
+39,295
+16% +$1.03M ﹤0.01% 2407
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

SFE Investment Counsel
SFE Investment Counsel Los Angeles, California $747M AUM 27.5% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Jessup Wealth Management
Jessup Wealth Management Dayton, Ohio $476M AUM 48.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
4Thought Financial Group
4Thought Financial Group Syosset, New York $215M AUM 6.1% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

LPL Financial's BSJV Position: Q3 2026 in Review

LPL Financial increased its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 60% in Q3 2026, buying an estimated $4.51M and bringing the position to 462,471 shares worth $11.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2067.

LPL Financial first reported a position in BSJV in Q1 2024 and has held it in 11 quarters since. 27 funds tracked by Wall St. Rank hold BSJV as of Q3 2026.

  • LPL Financial held 462,471 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $11.6M as of Q3 2026.
  • LPL Financial bought 174,006 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $4.51M.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2067 holding.
  • LPL Financial first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • 27 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.