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ORG Partners’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

ORG Partners’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
2025
Q4 		$411K Buy
15,407
+1,495
+11% +$39.8K 0.07% 224
2025
Q3 		$373K Buy
+13,912
New +$370K 0.07% 239

Other funds holding BSJV

LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

ORG Partners's BSJV Position: Q4 2025 in Review

ORG Partners increased its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 11% in Q4 2025, buying an estimated $39.8K and bringing the position to 15,407 shares worth $411K. The position accounts for 0.07% of the portfolio, ranked #224.

ORG Partners first reported a position in BSJV in Q3 2025 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold BSJV as of Q4 2025.

  • ORG Partners held 15,407 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $411K as of Q4 2025.
  • ORG Partners bought 1,495 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q4 2025, an estimated $39.8K.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF made up 0.07% of ORG Partners's portfolio in Q4 2025, its #224 holding.
  • ORG Partners first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q4 2025.

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