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 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 $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

S.E.E.D. Planning Group's BSJS Position: Q1 2026 in Review

S.E.E.D. Planning Group increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 2% in Q1 2026, buying an estimated $33.2K and bringing the position to 77,528 shares worth $1.68M. The position accounts for 0.49% of the portfolio, ranked #43.

S.E.E.D. Planning Group first reported a position in BSJS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.7M in Q3 2025. 144 funds tracked by Wall St. Rank hold BSJS as of Q1 2026.

S.E.E.D. Planning Group held 77,528 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $1.68M as of Q1 2026.
S.E.E.D. Planning Group bought 1,513 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $33.2K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.49% of S.E.E.D. Planning Group's portfolio in Q1 2026, its #43 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 6 quarters since.
S.E.E.D. Planning Group's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $1.7M in Q3 2025.
144 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q1 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.