Missouri Trust & Investment Company’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Missouri Trust & Investment Company’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
2025 Q1	–	Sell	-23	Closed	-$499	–	420
2024 Q4	$499	Hold	23	–	–	﹤0.01%	419
2024 Q3	$510	Hold	23	–	–	﹤0.01%	378
2024 Q2	$494	Hold	23	–	–	﹤0.01%	386
2024 Q1	$498	Sell	23 -200	-90%	-$4.32K	﹤0.01%	396
2023 Q4	$4.83K	Sell	223 -90	-29%	-$1.88K	﹤0.01%	335
2023 Q3	$6.45K	Hold	313	–	–	﹤0.01%	325
2023 Q2	$6.57K	Buy	+313	New	+$6.56K	﹤0.01%	356

Other funds holding BSJS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Missouri Trust & Investment Company's BSJS Position: Q1 2025 in Review

Missouri Trust & Investment Company sold out of Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q1 2025, closing a stake of 23 shares — an estimated $499 sold.

Missouri Trust & Investment Company first reported a position in BSJS in Q2 2023 and held it in 7 quarters. The position peaked at $6.57K in Q2 2023. 107 funds tracked by Wall St. Rank hold BSJS as of Q1 2025.

Missouri Trust & Investment Company reported no remaining Invesco BulletShares 2028 High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Missouri Trust & Investment Company sold 23 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q1 2025, an estimated $499.
Missouri Trust & Investment Company first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q2 2023 and held it in 7 quarters.
Missouri Trust & Investment Company's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $6.57K in Q2 2023.
107 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q1 2025.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2025, filed 17 Apr 2025.