MONECO Advisors’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

MONECO Advisors’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	$2M	Sell	94,924 -16,747	-15%	-$357K	0.15%	137
2025 Q4	$2.4M	Sell	111,671 -12,294	-10%	-$264K	0.19%	116
2025 Q3	$2.67M	Buy	123,965 +29,961	+32%	+$644K	0.22%	98
2025 Q2	$2.02M	Buy	94,004 +23,545	+33%	+$496K	0.19%	118
2025 Q1	$1.49M	Buy	70,459 +2,987	+4%	+$64.1K	0.15%	143
2024 Q4	$1.44M	Buy	67,472 +3,948	+6%	+$85.4K	0.15%	142
2024 Q3	$1.39M	Buy	63,524 +17,231	+37%	+$371K	0.17%	128
2024 Q2	$970K	Buy	46,293 +11,552	+33%	+$243K	0.14%	151
2024 Q1	$736K	Buy	34,741 +19,349	+126%	+$409K	0.12%	194
2023 Q4	$326K	Buy	15,392 +370	+2%	+$7.48K	0.06%	274
2023 Q3	$299K	Buy	+15,022	New	+$304K	0.08%	255

Other funds holding BSJT

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

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

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

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

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

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

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

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

MONECO Advisors's BSJT Position: Q1 2026 in Review

MONECO Advisors reduced its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 15% in Q1 2026, selling an estimated $357K and leaving 94,924 shares worth $2M. The position accounts for 0.15% of the portfolio, ranked #137.

MONECO Advisors first reported a position in BSJT in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.67M in Q3 2025. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

MONECO Advisors held 94,924 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $2M as of Q1 2026.
MONECO Advisors sold 16,747 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $357K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.15% of MONECO Advisors's portfolio in Q1 2026, its #137 holding.
MONECO Advisors first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
MONECO Advisors's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $2.67M in Q3 2025.
111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.