MONECO Advisors
BSJV icon

MONECO Advisors’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

MONECO Advisors’s Portfolio BSJV Stock Details BSJV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.23M Sell
49,037
-185
-0.4% -$4.79K 0.07% 237
2026
Q2 		$1.29M Buy
49,222
+1,746
+4% +$45.9K 0.08% 233
2026
Q1 		$1.23M Buy
47,476
+11,187
+31% +$297K 0.1% 188
2025
Q4 		$969K Buy
36,289
+18,559
+105% +$494K 0.08% 215
2025
Q3 		$475K Sell
17,730
-331
-2% -$8.81K 0.04% 313
2025
Q2 		$482K Sell
18,061
-135
-0.7% -$3.52K 0.04% 303
2025
Q1 		$474K Sell
18,196
-5,202
-22% -$137K 0.05% 297
2024
Q4 		$609K Sell
23,398
-5,335
-19% -$141K 0.06% 247
2024
Q3 		$773K Buy
28,733
+15,117
+111% +$402K 0.1% 189
2024
Q2 		$354K Buy
+13,616
New +$353K 0.05% 291

Other funds holding BSJV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SFE Investment Counsel
SFE Investment Counsel Los Angeles, California $747M AUM 27.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Jessup Wealth Management
Jessup Wealth Management Dayton, Ohio $476M AUM 48.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

MONECO Advisors's BSJV Position: Q3 2026 in Review

MONECO Advisors reduced its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 0.38% in Q3 2026, selling an estimated $4.79K and leaving 49,037 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #237.

MONECO Advisors first reported a position in BSJV in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.29M in Q2 2026. 31 funds tracked by Wall St. Rank hold BSJV as of Q3 2026.

  • MONECO Advisors held 49,037 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $1.23M as of Q3 2026.
  • MONECO Advisors sold 185 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $4.79K.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF made up 0.07% of MONECO Advisors's portfolio in Q3 2026, its #237 holding.
  • MONECO Advisors first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q2 2024 and has held it in 10 quarters since.
  • MONECO Advisors's Invesco BulletShares 2031 High Yield Corporate Bond ETF position peaked at $1.29M in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.