S.E.E.D. Planning Group’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

S.E.E.D. Planning 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 Q2	$2.04M	Buy	93,606 +16,078	+21%	+$351K	0.54%	41
2026 Q1	$1.68M	Buy	77,528 +1,513	+2%	+$33.2K	0.49%	43
2025 Q4	$1.67M	Sell	76,015 -1,118	-1%	-$24.6K	0.48%	47
2025 Q3	$1.7M	Buy	77,133 +2,567	+3%	+$56.6K	0.5%	46
2025 Q2	$1.64M	Buy	74,566 +2,276	+3%	+$49.4K	0.52%	46
2025 Q1	$1.56M	Buy	72,290 +16,494	+30%	+$361K	0.53%	48
2024 Q4	$1.21M	Buy	+55,796	New	+$1.23M	0.4%	53

Other funds holding BSJS

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

ATPW

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

S.E.E.D. Planning Group's BSJS Position: Q2 2026 in Review

S.E.E.D. Planning Group increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 21% in Q2 2026, buying an estimated $351K and bringing the position to 93,606 shares worth $2.04M. The position accounts for 0.54% of the portfolio, ranked #41.

S.E.E.D. Planning Group first reported a position in BSJS in Q4 2024 and has held it in 7 quarters since. 138 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

S.E.E.D. Planning Group held 93,606 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $2.04M as of Q2 2026.
S.E.E.D. Planning Group bought 16,078 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $351K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.54% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #41 holding.
S.E.E.D. Planning Group first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
138 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.