SFE Investment Counsel’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

SFE Investment Counsel’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 Q1	$7.7M	Buy	366,124 +4,052	+1%	+$86.5K	1.21%	29
2025 Q4	$7.79M	Buy	362,072 +5,352	+2%	+$115K	1.19%	29
2025 Q3	$7.69M	Buy	356,720 +19,103	+6%	+$411K	1.23%	29
2025 Q2	$7.27M	Buy	337,617 +19,089	+6%	+$402K	1.28%	27
2025 Q1	$6.71M	Buy	318,528 +21,992	+7%	+$472K	1.34%	26
2024 Q4	$6.34M	Buy	296,536 +50,242	+20%	+$1.09M	1.35%	28
2024 Q3	$5.38M	Buy	246,294 +36,103	+17%	+$777K	1.12%	37
2024 Q2	$4.41M	Buy	210,191 +106,948	+104%	+$2.25M	0.98%	40
2024 Q1	$2.19M	Buy	103,243 +50,969	+98%	+$1.08M	0.5%	65
2023 Q4	$1.11M	Buy	+52,274	New	+$1.06M	0.29%	80

Other funds holding BSJT

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

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

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

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

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

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

SFE Investment Counsel increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 1.1% in Q1 2026, buying an estimated $86.5K and bringing the position to 366,124 shares worth $7.7M. The position accounts for 1.21% of the portfolio, ranked #29.

SFE Investment Counsel first reported a position in BSJT in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.79M in Q4 2025. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

SFE Investment Counsel held 366,124 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $7.7M as of Q1 2026.
SFE Investment Counsel bought 4,052 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $86.5K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 1.21% of SFE Investment Counsel's portfolio in Q1 2026, its #29 holding.
SFE Investment Counsel first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
SFE Investment Counsel's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $7.79M in Q4 2025.
111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

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