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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
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

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

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

Meriwether Wealth & Planning held its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) position steady in Q2 2026 at 9,975 shares worth $257K. The position accounts for 0.13% of the portfolio, ranked #102.

Meriwether Wealth & Planning first reported a position in BSJU in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold BSJU as of Q2 2026.

  • Meriwether Wealth & Planning held 9,975 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $257K as of Q2 2026.
  • Meriwether Wealth & Planning left its Invesco BulletShares 2030 High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.13% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #102 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 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q2 2026.

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