Private Advisory Group’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Private Advisory Group’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
2026 Q1	$618K	Buy	28,506 +1,449	+5%	+$31.8K	0.04%	188
2025 Q4	$595K	Buy	27,057 +276	+1%	+$6.07K	0.05%	149
2025 Q3	$591K	Buy	26,781 +3,821	+17%	+$84.2K	0.05%	147
2025 Q2	$506K	Sell	22,960 -640	-3%	-$13.9K	0.05%	151
2025 Q1	$511K	Buy	23,600 +37	+0.2%	+$811	0.06%	140
2024 Q4	$511K	Sell	23,563 -10	-0%	-$220	0.06%	145
2024 Q3	$522K	Sell	23,573 -727	-3%	-$15.9K	0.06%	145
2024 Q2	$522K	Buy	24,300 +3,353	+16%	+$72K	0.07%	134
2024 Q1	$454K	Buy	+20,947	New	+$452K	0.06%	139

Other funds holding BSJS

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Private Advisory Group's BSJS Position: Q1 2026 in Review

Private Advisory Group increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 5.4% in Q1 2026, buying an estimated $31.8K and bringing the position to 28,506 shares worth $618K. The position accounts for 0.04% of the portfolio, ranked #188.

Private Advisory Group first reported a position in BSJS in Q1 2024 and has held it in 9 quarters since. 144 funds tracked by Wall St. Rank hold BSJS as of Q1 2026.

Private Advisory Group held 28,506 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $618K as of Q1 2026.
Private Advisory Group bought 1,449 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $31.8K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.04% of Private Advisory Group's portfolio in Q1 2026, its #188 holding.
Private Advisory Group first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
144 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.