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Modern Wealth Management’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Modern Wealth Management’s Portfolio BSJT Stock Details BSJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.62M Buy
408,896
+2,563
+0.6% +$54.7K 0.15% 146
2025
Q4 		$8.74M Buy
406,333
+15,370
+4% +$330K 0.16% 140
2025
Q3 		$8.43M Buy
390,963
+35,403
+10% +$761K 0.17% 133
2025
Q2 		$7.65M Buy
+355,560
New +$7.49M 0.19% 119

Other funds holding BSJT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Modern Wealth Management's BSJT Position: Q1 2026 in Review

Modern Wealth Management increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 0.63% in Q1 2026, buying an estimated $54.7K and bringing the position to 408,896 shares worth $8.62M. The position accounts for 0.15% of the portfolio, ranked #146.

Modern Wealth Management first reported a position in BSJT in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.74M in Q4 2025. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

  • Modern Wealth Management held 408,896 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $8.62M as of Q1 2026.
  • Modern Wealth Management bought 2,563 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $54.7K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.15% of Modern Wealth Management's portfolio in Q1 2026, its #146 holding.
  • Modern Wealth Management first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Modern Wealth Management's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $8.74M in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.