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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
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
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Pacific Wealth Strategies Group's BSJT Position: Q1 2026 in Review

Pacific Wealth Strategies Group increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 41% in Q1 2026, buying an estimated $471K and bringing the position to 76,287 shares worth $1.6M. The position accounts for 1% of the portfolio, ranked #24.

Pacific Wealth Strategies Group first reported a position in BSJT in Q2 2025 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

  • Pacific Wealth Strategies Group held 76,287 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $1.6M as of Q1 2026.
  • Pacific Wealth Strategies Group bought 22,074 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $471K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 1% of Pacific Wealth Strategies Group's portfolio in Q1 2026, its #24 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 4 quarters since.
  • 111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q1 2026, filed 7 May 2026.