Mercer Global Advisors

Mercer Global Advisors’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Mercer Global Advisors’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	$9.68M	Sell	378,417 -15,647	-4%	-$406K	0.01%	515
2025 Q4	$10.3M	Buy	394,064 +26,870	+7%	+$700K	0.02%	483
2025 Q3	$9.61M	Buy	367,194 +108,894	+42%	+$2.84M	0.02%	473
2025 Q2	$6.72M	Buy	+258,300	New	+$6.59M	0.02%	495

Other funds holding BSJU

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Legacy Financial Group (Iowa)

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

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

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

SFE Investment Counsel Los Angeles, California $624M AUM 23.85% 1-Year Est. Return

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

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

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