Segment Wealth Management’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Segment Wealth Management’s Portfolio BSJU Stock Details BSJU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$458K	Hold	17,730	–	–	0.02%	236
2026 Q1	$454K	Buy	17,730 +2,080	+13%	+$54K	0.03%	226
2025 Q4	$409K	Buy	15,650 +770	+5%	+$20.1K	0.02%	232
2025 Q3	$389K	Buy	14,880 +1,100	+8%	+$28.7K	0.02%	228
2025 Q2	$358K	Buy	13,780 +615	+5%	+$15.7K	0.02%	228
2025 Q1	$336K	Buy	13,165 +1,305	+11%	+$33.7K	0.02%	229
2024 Q4	$305K	Buy	+11,860	New	+$309K	0.02%	223

Other funds holding BSJU

PFS

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

BCM

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

IFG

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

EWM

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

CFSG

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

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

Segment Wealth Management held its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) position steady in Q2 2026 at 17,730 shares worth $458K. The position accounts for 0.02% of the portfolio, ranked #236.

Segment Wealth Management first reported a position in BSJU in Q4 2024 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold BSJU as of Q2 2026.

Segment Wealth Management held 17,730 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $458K as of Q2 2026.
Segment Wealth Management left its Invesco BulletShares 2030 High Yield Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.02% of Segment Wealth Management's portfolio in Q2 2026, its #236 holding.
Segment Wealth Management first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
9 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q2 2026.

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