Meriwether Wealth & Planning’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Meriwether Wealth & Planning’s Portfolio BSJS Stock Details BSJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$484K	Hold	22,260	–	–	0.24%	66
2026 Q1	$483K	Sell	22,260 -236	-1%	-$5.17K	0.26%	62
2025 Q4	$495K	Sell	22,496 -658	-3%	-$14.5K	0.28%	64
2025 Q3	$511K	Buy	23,154 +149	+0.6%	+$3.29K	0.3%	62
2025 Q2	$507K	Buy	23,005 +869	+4%	+$18.8K	0.32%	61
2025 Q1	$479K	Buy	22,136 +10,580	+92%	+$232K	0.31%	60
2024 Q4	$251K	Buy	+11,556	New	+$254K	0.18%	98

Other funds holding BSJS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Meriwether Wealth & Planning's BSJS Position: Q2 2026 in Review

Meriwether Wealth & Planning held its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) position steady in Q2 2026 at 22,260 shares worth $484K. The position accounts for 0.24% of the portfolio, ranked #66.

Meriwether Wealth & Planning first reported a position in BSJS in Q4 2024 and has held it in 7 quarters since. The position peaked at $511K in Q3 2025. 138 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

Meriwether Wealth & Planning held 22,260 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $484K as of Q2 2026.
Meriwether Wealth & Planning left its Invesco BulletShares 2028 High Yield Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.24% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #66 holding.
Meriwether Wealth & Planning first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Meriwether Wealth & Planning's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $511K in Q3 2025.
138 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.