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 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

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

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

AWA

Ark Wealth Advisors Yorba Linda, California $113M AUM

LPL Financial's BSJV Position: Q2 2026 in Review

LPL Financial increased its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 16% in Q2 2026, buying an estimated $1.03M and bringing the position to 288,465 shares worth $7.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2407.

LPL Financial first reported a position in BSJV in Q1 2024 and has held it in 10 quarters since. 49 funds tracked by Wall St. Rank hold BSJV as of Q2 2026.

LPL Financial held 288,465 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $7.57M as of Q2 2026.
LPL Financial bought 39,295 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.03M.
Invesco BulletShares 2031 High Yield Corporate Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2407 holding.
LPL Financial first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
49 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q2 2026.

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