LPL Financial
BSJX

LPL Financial’s Invesco BulletShares 2033 High Yield Corporate Bond ETF BSJX Stock Holding History

LPL Financial’s Portfolio BSJX Stock Details BSJX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$312K Buy
12,517
+2,064
+20% +$52.4K ﹤0.01% 5168
2025
Q4 		$266K Buy
+10,453
New +$267K ﹤0.01% 5243

Other funds holding BSJX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWA
Ark Wealth Advisors Yorba Linda, California $101M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $202M AUM 11.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

LPL Financial's BSJX Position: Q1 2026 in Review

LPL Financial increased its Invesco BulletShares 2033 High Yield Corporate Bond ETF (BSJX) stake by 20% in Q1 2026, buying an estimated $52.4K and bringing the position to 12,517 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #5168.

LPL Financial first reported a position in BSJX in Q4 2025 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold BSJX as of Q1 2026.

  • LPL Financial held 12,517 shares of Invesco BulletShares 2033 High Yield Corporate Bond ETF worth $312K as of Q1 2026.
  • LPL Financial bought 2,064 Invesco BulletShares 2033 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $52.4K.
  • Invesco BulletShares 2033 High Yield Corporate Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5168 holding.
  • LPL Financial first reported a position in Invesco BulletShares 2033 High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Invesco BulletShares 2033 High Yield Corporate Bond ETF as of Q1 2026.

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