Private Trust Company’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Private Trust Company’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	$46K	Hold	2,175	–	–	﹤0.01%	1416
2026 Q1	$45.8K	Buy	2,175 +250	+13%	+$5.34K	﹤0.01%	1340
2025 Q4	$41.4K	Buy	1,925 +1,476	+329%	+$31.7K	﹤0.01%	1361
2025 Q3	$9.69K	Hold	449	–	–	﹤0.01%	1917
2025 Q2	$9.66K	Buy	449 +81	+22%	+$1.71K	﹤0.01%	1837
2025 Q1	$7.76K	Buy	368 +12	+3%	+$258	﹤0.01%	1888
2024 Q4	$7.62K	Buy	+356	New	+$7.71K	﹤0.01%	1841

Other funds holding BSJT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Private Trust Company's BSJT Position: Q2 2026 in Review

Private Trust Company held its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) position steady in Q2 2026 at 2,175 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Private Trust Company first reported a position in BSJT in Q4 2024 and has held it in 7 quarters since. 117 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

Private Trust Company held 2,175 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $46K as of Q2 2026.
Private Trust Company left its Invesco BulletShares 2029 High Yield Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1416 holding.
Private Trust Company first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.