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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
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

LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

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

SFE Investment Counsel increased its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 34% in Q1 2026, buying an estimated $622K and bringing the position to 91,804 shares worth $2.39M. The position accounts for 0.38% of the portfolio, ranked #75.

SFE Investment Counsel first reported a position in BSJV in Q3 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold BSJV as of Q1 2026.

  • SFE Investment Counsel held 91,804 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $2.39M as of Q1 2026.
  • SFE Investment Counsel bought 23,456 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $622K.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF made up 0.38% of SFE Investment Counsel's portfolio in Q1 2026, its #75 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 3 quarters since.
  • 50 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q1 2026.

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