SFE Investment Counsel’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

SFE Investment Counsel’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 Q1	$8.33M	Buy	384,000 +4,364	+1%	+$95.7K	1.31%	25
2025 Q4	$8.35M	Buy	379,636 +11,158	+3%	+$245K	1.28%	24
2025 Q3	$8.14M	Buy	368,478 +12,865	+4%	+$284K	1.3%	25
2025 Q2	$7.84M	Buy	355,613 +7,152	+2%	+$155K	1.38%	23
2025 Q1	$7.54M	Buy	348,461 +1,997	+0.6%	+$43.8K	1.51%	20
2024 Q4	$7.51M	Buy	346,464 +33,580	+11%	+$738K	1.6%	22
2024 Q3	$6.93M	Buy	312,884 +10,583	+4%	+$231K	1.44%	21
2024 Q2	$6.49M	Buy	302,301 +56,536	+23%	+$1.21M	1.44%	22
2024 Q1	$5.32M	Buy	245,765 +41,412	+20%	+$894K	1.21%	32
2023 Q4	$4.43M	Buy	204,353 +46,349	+29%	+$968K	1.15%	34
2023 Q3	$3.25M	Buy	158,004 +46,127	+41%	+$965K	0.95%	42
2023 Q2	$2.35M	Buy	111,877 +24,720	+28%	+$518K	0.66%	51
2023 Q1	$1.83M	Buy	87,157 +41,050	+89%	+$864K	0.57%	58
2022 Q4	$989K	Buy	+46,107	New	+$958K	0.31%	78

Other funds holding BSJS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SFE Investment Counsel's BSJS Position: Q1 2026 in Review

SFE Investment Counsel increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 1.1% in Q1 2026, buying an estimated $95.7K and bringing the position to 384,000 shares worth $8.33M. The position accounts for 1.31% of the portfolio, ranked #25.

SFE Investment Counsel first reported a position in BSJS in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.35M in Q4 2025. 144 funds tracked by Wall St. Rank hold BSJS as of Q1 2026.

SFE Investment Counsel held 384,000 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $8.33M as of Q1 2026.
SFE Investment Counsel bought 4,364 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $95.7K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 1.31% of SFE Investment Counsel's portfolio in Q1 2026, its #25 holding.
SFE Investment Counsel first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
SFE Investment Counsel's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $8.35M in Q4 2025.
144 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q1 2026.

Based on SFE Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.