SFE Investment Counsel’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

SFE Investment Counsel’s Portfolio BSJV Stock Details BSJV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.01M	Buy	114,822 +23,018	+25%	+$605K	0.41%	66
2026 Q1	$2.39M	Buy	91,804 +23,456	+34%	+$622K	0.38%	75
2025 Q4	$1.82M	Buy	68,348 +44,023	+181%	+$1.17M	0.28%	79
2025 Q3	$652K	Buy	+24,325	New	+$648K	0.1%	97

Other funds holding BSJV

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

AWA

Ark Wealth Advisors Yorba Linda, California $113M AUM

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

SFE Investment Counsel increased its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 25% in Q2 2026, buying an estimated $605K and bringing the position to 114,822 shares worth $3.01M. The position accounts for 0.41% of the portfolio, ranked #66.

SFE Investment Counsel first reported a position in BSJV in Q3 2025 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold BSJV as of Q2 2026.

SFE Investment Counsel held 114,822 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $3.01M as of Q2 2026.
SFE Investment Counsel bought 23,018 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $605K.
Invesco BulletShares 2031 High Yield Corporate Bond ETF made up 0.41% of SFE Investment Counsel's portfolio in Q2 2026, its #66 holding.
SFE Investment Counsel first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
49 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q2 2026.

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