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 Q2	$7.99M	Buy	378,154 +12,030	+3%	+$255K	1.08%	36
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 $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

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

SFE Investment Counsel increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 3.3% in Q2 2026, buying an estimated $255K and bringing the position to 378,154 shares worth $7.99M. The position accounts for 1.08% of the portfolio, ranked #36.

SFE Investment Counsel first reported a position in BSJT in Q4 2023 and has held it in 11 quarters since. 118 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

SFE Investment Counsel held 378,154 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $7.99M as of Q2 2026.
SFE Investment Counsel bought 12,030 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $255K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 1.08% of SFE Investment Counsel's portfolio in Q2 2026, its #36 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 11 quarters since.
118 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

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