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ORG Partners’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

ORG Partners’s Portfolio BSJU Stock Details BSJU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$411K Buy
15,752
+1,526
+11% +$39.8K 0.07% 225
2025
Q3 		$372K Buy
+14,226
New +$371K 0.07% 240

Other funds holding BSJU

Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
GGI
GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

ORG Partners's BSJU Position: Q4 2025 in Review

ORG Partners increased its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 11% in Q4 2025, buying an estimated $39.8K and bringing the position to 15,752 shares worth $411K. The position accounts for 0.07% of the portfolio, ranked #225.

ORG Partners first reported a position in BSJU in Q3 2025 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold BSJU as of Q4 2025.

  • ORG Partners held 15,752 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $411K as of Q4 2025.
  • ORG Partners bought 1,526 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q4 2025, an estimated $39.8K.
  • Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.07% of ORG Partners's portfolio in Q4 2025, its #225 holding.
  • ORG Partners first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.