Pacific Wealth Strategies Group’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Pacific Wealth Strategies Group’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	$3.3M	Buy	156,249 +79,962	+105%	+$1.7M	1.9%	20
2026 Q1	$1.6M	Buy	76,287 +22,074	+41%	+$471K	1%	24
2025 Q4	$1.17M	Buy	54,213 +36,698	+210%	+$789K	0.66%	29
2025 Q3	$378K	Buy	17,515 +2,030	+13%	+$43.7K	0.23%	47
2025 Q2	$331K	Buy	+15,485	New	+$326K	0.22%	46

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

Pacific Wealth Strategies Group's BSJT Position: Q2 2026 in Review

Pacific Wealth Strategies Group increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 105% in Q2 2026, buying an estimated $1.7M and bringing the position to 156,249 shares worth $3.3M. The position accounts for 1.9% of the portfolio, ranked #20.

Pacific Wealth Strategies Group first reported a position in BSJT in Q2 2025 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

Pacific Wealth Strategies Group held 156,249 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $3.3M as of Q2 2026.
Pacific Wealth Strategies Group bought 79,962 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.7M.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 1.9% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #20 holding.
Pacific Wealth Strategies Group first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
118 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.