Segment Wealth Management’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Segment Wealth Management’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	$900K	Buy	42,570 +130	+0.3%	+$2.76K	0.05%	184
2026 Q1	$893K	Buy	42,440 +2,680	+7%	+$57.2K	0.05%	178
2025 Q4	$855K	Buy	39,760 +930	+2%	+$20K	0.05%	181
2025 Q3	$838K	Sell	38,830 -1,050	-3%	-$22.6K	0.05%	180
2025 Q2	$858K	Sell	39,880 -35	-0.1%	-$738	0.05%	170
2025 Q1	$841K	Buy	39,915 +2,005	+5%	+$43K	0.06%	165
2024 Q4	$811K	Buy	37,910 +23,770	+168%	+$514K	0.06%	163
2024 Q3	$309K	Buy	14,140 +650	+5%	+$14K	0.02%	217
2024 Q2	$283K	Hold	13,490	–	–	0.02%	217
2024 Q1	$286K	Buy	+13,490	New	+$285K	0.02%	215

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

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

Segment Wealth Management increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 0.31% in Q2 2026, buying an estimated $2.76K and bringing the position to 42,570 shares worth $900K. The position accounts for 0.05% of the portfolio, ranked #184.

Segment Wealth Management first reported a position in BSJT in Q1 2024 and has held it in 10 quarters since. 117 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

Segment Wealth Management held 42,570 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $900K as of Q2 2026.
Segment Wealth Management bought 130 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.76K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.05% of Segment Wealth Management's portfolio in Q2 2026, its #184 holding.
Segment Wealth Management first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

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