PS
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Principal Securities’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Principal Securities’s Portfolio BSJS Stock Details BSJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,926
Closed -$64.6K – 1622
2025
Q3 		$64.6K Hold
2,926
– – ﹤0.01% 1825
2025
Q2 		$64.5K Buy
2,926
+1,083
+59% +$23.5K ﹤0.01% 1751
2025
Q1 		$40K Hold
1,843
– – ﹤0.01% 1848
2024
Q4 		$40K Buy
+1,843
New +$40.5K ﹤0.01% 1846

Other funds holding BSJS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $791M AUM

Principal Securities's BSJS Position: Q4 2025 in Review

Principal Securities sold out of Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q4 2025, closing a stake of 2,926 shares — an estimated $64.6K sold.

Principal Securities first reported a position in BSJS in Q4 2024 and held it in 4 quarters. The position peaked at $64.6K in Q3 2025. 137 funds tracked by Wall St. Rank hold BSJS as of Q4 2025.

  • Principal Securities reported no remaining Invesco BulletShares 2028 High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,926 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q4 2025, an estimated $64.6K.
  • Principal Securities first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
  • Principal Securities's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $64.6K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.