Sax Wealth Advisors’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Sax Wealth Advisors’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	$538K	Hold	25,600	–	–	0.02%	322
2026 Q1	$551K	Hold	25,600	–	–	0.03%	276
2025 Q4	$551K	Buy	+25,600	New	+$550K	0.03%	284

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

Sax Wealth Advisors's BSJT Position: Q2 2026 in Review

Sax Wealth Advisors held its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) position steady in Q2 2026 at 25,600 shares worth $538K. The position accounts for 0.02% of the portfolio, ranked #322.

Sax Wealth Advisors first reported a position in BSJT in Q4 2025 and has held it in 3 quarters since. The position peaked at $551K in Q1 2026. 117 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

Sax Wealth Advisors held 25,600 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $538K as of Q2 2026.
Sax Wealth Advisors 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 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #322 holding.
Sax Wealth Advisors first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Sax Wealth Advisors's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $551K in Q1 2026.
117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.