Private Client Services’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Private Client Services’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 Q3	$1.62M	Buy	78,519 +1,348	+2%	+$28.4K	0.44%	52
2026 Q2	$1.63M	Sell	77,171 -42,476	-36%	-$901K	0.43%	50
2026 Q1	$2.52M	Buy	119,647 +3,193	+3%	+$68.2K	0.75%	35
2025 Q4	$2.5M	Buy	116,454 +4,340	+4%	+$93.3K	0.78%	34
2025 Q3	$2.42M	Sell	112,114 -1,489	-1%	-$32K	0.81%	35
2025 Q2	$2.44M	Buy	+113,603	New	+$2.39M	0.95%	30

Other funds holding BSJT

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return

Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

WWMP

Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $128M AUM 17.98% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return

Tassel Capital Management Matthews, North Carolina $202M AUM 9.17% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Private Client Services's BSJT Position: Q3 2026 in Review

Private Client Services increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 1.7% in Q3 2026, buying an estimated $28.4K and bringing the position to 78,519 shares worth $1.62M. The position accounts for 0.44% of the portfolio, ranked #52.

Private Client Services first reported a position in BSJT in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.52M in Q1 2026. 34 funds tracked by Wall St. Rank hold BSJT as of Q3 2026.

Private Client Services held 78,519 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $1.62M as of Q3 2026.
Private Client Services bought 1,348 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $28.4K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.44% of Private Client Services's portfolio in Q3 2026, its #52 holding.
Private Client Services first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
Private Client Services's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $2.52M in Q1 2026.
34 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.