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Principal Securities’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-1,127
Closed -$24.3K – 1623
2025
Q3 		$24.3K Hold
1,127
– – ﹤0.01% 2325
2025
Q2 		$24.3K Buy
+1,127
New +$23.8K ﹤0.01% 2227

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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Principal Securities's BSJT Position: Q4 2025 in Review

Principal Securities sold out of Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) in Q4 2025, closing a stake of 1,127 shares — an estimated $24.3K sold.

Principal Securities first reported a position in BSJT in Q2 2025 and held it in 2 quarters. The position peaked at $24.3K in Q3 2025. 103 funds tracked by Wall St. Rank hold BSJT as of Q4 2025.

  • Principal Securities reported no remaining Invesco BulletShares 2029 High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,127 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q4 2025, an estimated $24.3K.
  • Principal Securities first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Principal Securities's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $24.3K in Q3 2025.
  • 103 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q4 2025.

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