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

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

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return