Milestones Private Investment Advisors’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Milestones Private Investment Advisors’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	$2.35M	Sell	91,115 -750	-0.8%	-$19.4K	1.87%	15
2026 Q1	$2.35M	Buy	91,865 +1,746	+2%	+$45.4K	2.07%	20
2025 Q4	$2.35M	Buy	90,119 +54,660	+154%	+$1.42M	1.62%	23
2025 Q3	$928K	Buy	35,459 +951	+3%	+$24.8K	0.63%	47
2025 Q2	$898K	Buy	+34,508	New	+$880K	0.66%	44

Other funds holding BSJU

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

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

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

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

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

GGI

GPM Growth Investors Bloomfield Hills, Michigan $239M AUM 11.87% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Milestones Private Investment Advisors's BSJU Position: Q2 2026 in Review

Milestones Private Investment Advisors reduced its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 0.82% in Q2 2026, selling an estimated $19.4K and leaving 91,115 shares worth $2.35M. The position accounts for 1.87% of the portfolio, ranked #15.

Milestones Private Investment Advisors first reported a position in BSJU in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.35M in Q4 2025. 73 funds tracked by Wall St. Rank hold BSJU as of Q2 2026.

Milestones Private Investment Advisors held 91,115 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $2.35M as of Q2 2026.
Milestones Private Investment Advisors sold 750 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $19.4K.
Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 1.87% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #15 holding.
Milestones Private Investment Advisors first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Milestones Private Investment Advisors's Invesco BulletShares 2030 High Yield Corporate Bond ETF position peaked at $2.35M in Q4 2025.
73 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.