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 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 $3.8B AUM 23.28% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return