Meriwether Wealth & Planning
BSJU icon

Meriwether Wealth & Planning’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Meriwether Wealth & Planning’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
Q3 		$210K Sell
8,463
-1,512
-15% -$38.8K 0.1% 112
2026
Q2 		$257K Hold
9,975
– – 0.13% 102
2026
Q1 		$255K Buy
9,975
+1,578
+19% +$41K 0.14% 103
2025
Q4 		$219K Buy
+8,397
New +$219K 0.12% 116

Other funds holding BSJU

Milestones Private Investment Advisors
Milestones Private Investment Advisors Fairport, New York $123M AUM 18.31% 1-Year Est. Return
Blue Capital Inc
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Quarterback
Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return
Tassel Capital Management
Tassel Capital Management Matthews, North Carolina $202M AUM 9.17% 1-Year Est. Return
Net Worth Advisory Group
Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return

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

Meriwether Wealth & Planning reduced its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 15% in Q3 2026, selling an estimated $38.8K and leaving 8,463 shares worth $210K. The position accounts for 0.1% of the portfolio, ranked #112.

Meriwether Wealth & Planning first reported a position in BSJU in Q4 2025 and has held it in 4 quarters since. The position peaked at $257K in Q2 2026. 19 funds tracked by Wall St. Rank hold BSJU as of Q3 2026.

  • Meriwether Wealth & Planning held 8,463 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $210K as of Q3 2026.
  • Meriwether Wealth & Planning sold 1,512 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $38.8K.
  • Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.1% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #112 holding.
  • Meriwether Wealth & Planning first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Meriwether Wealth & Planning's Invesco BulletShares 2030 High Yield Corporate Bond ETF position peaked at $257K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q3 2026.

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