Segment Wealth Management’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Segment Wealth Management’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	$1.17M	Sell	53,585 -525	-1%	-$11.5K	0.06%	159
2026 Q1	$1.17M	Sell	54,110 -210	-0.4%	-$4.6K	0.07%	152
2025 Q4	$1.2M	Buy	54,320 +910	+2%	+$20K	0.07%	151
2025 Q3	$1.18M	Buy	53,410 +1,350	+3%	+$29.8K	0.07%	151
2025 Q2	$1.15M	Sell	52,060 -750	-1%	-$16.3K	0.07%	144
2025 Q1	$1.14M	Buy	52,810 +770	+1%	+$16.9K	0.08%	144
2024 Q4	$1.13M	Buy	52,040 +18,780	+56%	+$413K	0.08%	141
2024 Q3	$737K	Buy	33,260 +230	+0.7%	+$5.03K	0.05%	165
2024 Q2	$709K	Buy	33,030 +5,670	+21%	+$122K	0.05%	164
2024 Q1	$593K	Buy	27,360 +14,700	+116%	+$317K	0.05%	175
2023 Q4	$274K	Hold	12,660	–	–	0.02%	209
2023 Q3	$261K	Buy	+12,660	New	+$265K	0.03%	194

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

Segment Wealth Management's BSJS Position: Q2 2026 in Review

Segment Wealth Management reduced its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 0.97% in Q2 2026, selling an estimated $11.5K and leaving 53,585 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #159.

Segment Wealth Management first reported a position in BSJS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.2M in Q4 2025. 138 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

Segment Wealth Management held 53,585 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $1.17M as of Q2 2026.
Segment Wealth Management sold 525 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $11.5K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.06% of Segment Wealth Management's portfolio in Q2 2026, its #159 holding.
Segment Wealth Management first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Segment Wealth Management's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $1.2M in Q4 2025.
138 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.