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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

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
AIS
Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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. 27 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.
  • 27 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.