SFE Investment Counsel’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

SFE Investment Counsel’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 Q1	$6.41M	Buy	250,489 +7,695	+3%	+$200K	1.01%	39
2025 Q4	$6.34M	Buy	242,794 +24,393	+11%	+$635K	0.97%	38
2025 Q3	$5.71M	Buy	218,401 +62,158	+40%	+$1.62M	0.91%	40
2025 Q2	$4.06M	Buy	156,243 +29,730	+23%	+$758K	0.72%	53
2025 Q1	$3.22M	Buy	126,513 +28,423	+29%	+$734K	0.64%	58
2024 Q4	$2.52M	Buy	98,090 +67,834	+224%	+$1.77M	0.53%	62
2024 Q3	$798K	Buy	30,256 +8,610	+40%	+$224K	0.17%	86
2024 Q2	$550K	Buy	21,646 +2,314	+12%	+$58.9K	0.12%	93
2024 Q1	$495K	Buy	+19,332	New	+$493K	0.11%	94

Other funds holding BSJU

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

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

TLP

Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return

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

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

GGI

GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

SFE Investment Counsel increased its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 3.2% in Q1 2026, buying an estimated $200K and bringing the position to 250,489 shares worth $6.41M. The position accounts for 1.01% of the portfolio, ranked #39.

SFE Investment Counsel first reported a position in BSJU in Q1 2024 and has held it in 9 quarters since. 77 funds tracked by Wall St. Rank hold BSJU as of Q1 2026.

SFE Investment Counsel held 250,489 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $6.41M as of Q1 2026.
SFE Investment Counsel bought 7,695 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $200K.
Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 1.01% of SFE Investment Counsel's portfolio in Q1 2026, its #39 holding.
SFE Investment Counsel first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
77 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q1 2026.

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