Osaic Holdings’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Osaic Holdings’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 Q1	$7.57M	Sell	359,676 -25,692	-7%	-$548K	0.01%	1089
2025 Q4	$8.29M	Buy	385,368 +49,056	+15%	+$1.05M	0.01%	1051
2025 Q3	$7.24M	Buy	336,312 +52,570	+19%	+$1.13M	0.01%	1210
2025 Q2	$6.11M	Buy	283,742 +107,296	+61%	+$2.26M	0.01%	1106
2025 Q1	$3.72M	Buy	176,446 +134,253	+318%	+$2.88M	0.01%	1220
2024 Q4	$902K	Buy	42,193 +25,746	+157%	+$557K	﹤0.01%	2278
2024 Q3	$360K	Buy	16,447 +328	+2%	+$7.06K	﹤0.01%	3169
2024 Q2	$338K	Buy	16,119 +1,916	+13%	+$40.3K	﹤0.01%	3097
2024 Q1	$301K	Buy	14,203 +1,387	+11%	+$29.3K	﹤0.01%	3338
2023 Q4	$271K	Buy	12,816 +1,361	+12%	+$27.5K	﹤0.01%	3680
2023 Q3	$228K	Buy	11,455 +2,037	+22%	+$41.3K	﹤0.01%	3901
2023 Q2	$192K	Buy	9,418 +607	+7%	+$12.3K	﹤0.01%	3923
2023 Q1	$181K	Buy	8,811 +1,751	+25%	+$35.7K	﹤0.01%	3947
2022 Q4	$141K	Buy	7,060 +2,632	+59%	+$52.5K	﹤0.01%	4143
2022 Q3	$85K	Buy	4,428 +4	+0.1%	+$83	﹤0.01%	4503
2022 Q2	$88K	Buy	4,424 +1,103	+33%	+$23.4K	﹤0.01%	4522
2022 Q1	$75K	Buy	+3,321	New	+$78K	﹤0.01%	4787

Other funds holding BSJT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Osaic Holdings's BSJT Position: Q1 2026 in Review

Osaic Holdings reduced its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 6.7% in Q1 2026, selling an estimated $548K and leaving 359,676 shares worth $7.57M. The position accounts for 0.01% of the portfolio, ranked #1089.

Osaic Holdings first reported a position in BSJT in Q1 2022 and has held it in 17 quarters since. The position peaked at $8.29M in Q4 2025. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

Osaic Holdings held 359,676 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $7.57M as of Q1 2026.
Osaic Holdings sold 25,692 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $548K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.01% of Osaic Holdings's portfolio in Q1 2026, its #1089 holding.
Osaic Holdings first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q1 2022 and has held it in 17 quarters since.
Osaic Holdings's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $8.29M in Q4 2025.
111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.