NWAG
BSJT icon

Net Worth Advisory Group’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Net Worth Advisory Group’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
Q2 		$375K Sell
17,733
-9,950
-36% -$211K 0.09% 220
2026
Q1 		$582K Buy
27,683
+4,914
+22% +$105K 0.12% 181
2025
Q4 		$490K Buy
22,769
+11,309
+99% +$243K 0.1% 214
2025
Q3 		$247K Buy
11,460
+480
+4% +$10.3K 0.07% 347
2025
Q2 		$236K Buy
10,980
+1,352
+14% +$28.5K 0.05% 369
2025
Q1 		$203K Buy
+9,628
New +$207K 0.06% 338

Other funds holding BSJT

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Net Worth Advisory Group's BSJT Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 36% in Q2 2026, selling an estimated $211K and leaving 17,733 shares worth $375K. The position accounts for 0.09% of the portfolio, ranked #220.

Net Worth Advisory Group first reported a position in BSJT in Q1 2025 and has held it in 6 quarters since. The position peaked at $582K in Q1 2026. 24 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

  • Net Worth Advisory Group held 17,733 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $375K as of Q2 2026.
  • Net Worth Advisory Group sold 9,950 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $211K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.09% of Net Worth Advisory Group's portfolio in Q2 2026, its #220 holding.
  • Net Worth Advisory Group first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Net Worth Advisory Group's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $582K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.