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 Q2	$8.5M	Buy	390,757 +6,757	+2%	+$147K	1.15%	31
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 $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

SFE Investment Counsel's BSJS Position: Q2 2026 in Review

SFE Investment Counsel increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 1.8% in Q2 2026, buying an estimated $147K and bringing the position to 390,757 shares worth $8.5M. The position accounts for 1.15% of the portfolio, ranked #31.

SFE Investment Counsel first reported a position in BSJS in Q4 2022 and has held it in 15 quarters since. 138 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

SFE Investment Counsel held 390,757 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $8.5M as of Q2 2026.
SFE Investment Counsel bought 6,757 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $147K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 1.15% of SFE Investment Counsel's portfolio in Q2 2026, its #31 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 15 quarters since.
138 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on SFE Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.