RPg Family Wealth Advisory’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

RPg Family Wealth Advisory’s Portfolio BSJU Stock Details BSJU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.85M	Sell	149,328 -151,690	-50%	-$3.92M	0.64%	49
2026 Q1	$7.7M	Buy	301,018 +1,501	+0.5%	+$39K	1.61%	20
2025 Q4	$7.82M	Buy	299,517 +4,966	+2%	+$129K	1.72%	22
2025 Q3	$7.71M	Sell	294,551 -1,636	-0.6%	-$42.6K	1.69%	22
2025 Q2	$7.71M	Buy	296,187 +6,442	+2%	+$164K	2.05%	11
2025 Q1	$7.39M	Buy	289,745 +16,336	+6%	+$422K	2.1%	20
2024 Q4	$7.02M	Buy	273,409 +11,233	+4%	+$292K	2.48%	14
2024 Q3	$6.92M	Buy	262,176 +11,477	+5%	+$298K	2.23%	19
2024 Q2	$6.37M	Sell	250,699 -2,710	-1%	-$69K	2.09%	19
2024 Q1	$6.49M	Buy	253,409 +6,602	+3%	+$168K	2.06%	18
2023 Q4	$6.29M	Buy	+246,807	New	+$6.03M	2.32%	11

Other funds holding BSJU

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

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

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

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

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

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

GGI

GPM Growth Investors Bloomfield Hills, Michigan $239M AUM 11.87% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

RPg Family Wealth Advisory's BSJU Position: Q2 2026 in Review

RPg Family Wealth Advisory reduced its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 50% in Q2 2026, selling an estimated $3.92M and leaving 149,328 shares worth $3.85M. The position accounts for 0.64% of the portfolio, ranked #49.

RPg Family Wealth Advisory first reported a position in BSJU in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.82M in Q4 2025. 74 funds tracked by Wall St. Rank hold BSJU as of Q2 2026.

RPg Family Wealth Advisory held 149,328 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $3.85M as of Q2 2026.
RPg Family Wealth Advisory sold 151,690 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $3.92M.
Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.64% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #49 holding.
RPg Family Wealth Advisory first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
RPg Family Wealth Advisory's Invesco BulletShares 2030 High Yield Corporate Bond ETF position peaked at $7.82M in Q4 2025.
74 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.