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 Q3	$436K	Sell	20,376 -1,884	-8%	-$40.9K	0.2%	74
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%	+$3.28K	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

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

AIS

Altium Investment Strategies Wesley Chapel, Florida $87.4M AUM

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Meriwether Wealth & Planning's BSJS Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 8.5% in Q3 2026, selling an estimated $40.9K and leaving 20,376 shares worth $436K. The position accounts for 0.2% of the portfolio, ranked #74.

Meriwether Wealth & Planning first reported a position in BSJS in Q4 2024 and has held it in 8 quarters since. The position peaked at $511K in Q3 2025. 39 funds tracked by Wall St. Rank hold BSJS as of Q3 2026.

Meriwether Wealth & Planning held 20,376 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $436K as of Q3 2026.
Meriwether Wealth & Planning sold 1,884 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $40.9K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.2% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #74 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 8 quarters since.
Meriwether Wealth & Planning's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $511K in Q3 2025.
39 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.