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

NewEdge 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 Q2	$1.59M	Buy	75,177 +2,425	+3%	+$51.4K	﹤0.01%	1346
2026 Q1	$1.53M	Buy	72,752 +6,847	+10%	+$146K	0.01%	1238
2025 Q4	$1.42M	Buy	65,905 +871	+1%	+$18.7K	0.01%	1264
2025 Q3	$1.4M	Buy	65,034 +5,450	+9%	+$117K	0.01%	1207
2025 Q2	$1.28M	Buy	59,584 +390	+0.7%	+$8.22K	0.01%	1150
2025 Q1	$1.25M	Buy	59,194 +57,168	+2,822%	+$1.23M	0.01%	1071
2024 Q4	$43.3K	Buy	2,026 +1,825	+908%	+$39.5K	﹤0.01%	2567
2024 Q3	$4.39K	Hold	201	–	–	﹤0.01%	3192
2024 Q2	$4.21K	Hold	201	–	–	﹤0.01%	3144
2024 Q1	$4.26K	Sell	201 -14	-7%	-$296	﹤0.01%	3189
2023 Q4	$4.55K	Buy	215 +118	+122%	+$2.39K	﹤0.01%	3148
2023 Q3	$1.93K	Hold	97	–	–	﹤0.01%	3059
2023 Q2	$1.97K	Buy	+97	New	+$1.97K	﹤0.01%	3096

Other funds holding BSJT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

NewEdge Advisors's BSJT Position: Q2 2026 in Review

NewEdge Advisors increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 3.3% in Q2 2026, buying an estimated $51.4K and bringing the position to 75,177 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

NewEdge Advisors first reported a position in BSJT in Q2 2023 and has held it in 13 quarters since. 117 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

NewEdge Advisors held 75,177 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $1.59M as of Q2 2026.
NewEdge Advisors bought 2,425 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $51.4K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1346 holding.
NewEdge Advisors first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.