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

NewEdge 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 Q2	$1.78K	Hold	68	–	–	﹤0.01%	3939
2026 Q1	$1.77K	Hold	68	–	–	﹤0.01%	3827
2025 Q4	$1.82K	Hold	68	–	–	﹤0.01%	3900
2025 Q3	$1.82K	Hold	68	–	–	﹤0.01%	3792
2025 Q2	$1.81K	Hold	68	–	–	﹤0.01%	3634
2025 Q1	$1.77K	Buy	+68	New	+$1.79K	﹤0.01%	3535

Other funds holding BSJV

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

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

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

AWA

Ark Wealth Advisors Yorba Linda, California $113M AUM

JWM

Jessup Wealth Management Dayton, Ohio $335M AUM 56.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NewEdge Advisors's BSJV Position: Q2 2026 in Review

NewEdge Advisors held its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) position steady in Q2 2026 at 68 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #3939.

NewEdge Advisors first reported a position in BSJV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.82K in Q3 2025. 40 funds tracked by Wall St. Rank hold BSJV as of Q2 2026.

NewEdge Advisors held 68 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $1.78K as of Q2 2026.
NewEdge Advisors left its Invesco BulletShares 2031 High Yield Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2031 High Yield Corporate Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3939 holding.
NewEdge Advisors first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
NewEdge Advisors's Invesco BulletShares 2031 High Yield Corporate Bond ETF position peaked at $1.82K in Q3 2025.
40 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q2 2026.

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