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Sarver Vrooman Wealth Advisors’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Sarver Vrooman Wealth Advisors’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 		$28.9K Hold
1,328
– – 0.02% 102
2026
Q1 		$28.8K Hold
1,328
– – 0.02% 101
2025
Q4 		$29.2K Hold
1,328
– – 0.02% 97
2025
Q3 		$29.3K Hold
1,328
– – 0.02% 102
2025
Q2 		$29.3K Hold
1,328
– – 0.02% 98
2025
Q1 		$28.7K Buy
+1,328
New +$29.1K 0.02% 93

Other funds holding BSJS

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
AIS
Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's BSJS Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) position steady in Q2 2026 at 1,328 shares worth $28.9K. The position accounts for 0.02% of the portfolio, ranked #102.

Sarver Vrooman Wealth Advisors first reported a position in BSJS in Q1 2025 and has held it in 6 quarters since. The position peaked at $29.3K in Q3 2025. 24 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 1,328 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $28.9K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors left its Invesco BulletShares 2028 High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.02% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Sarver Vrooman Wealth Advisors's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $29.3K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.