SRC
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Shufro Rose & Co’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Shufro Rose & Co’s Portfolio BSJS Stock Details BSJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$757K Sell
34,900
-400
-1% -$8.77K 0.05% 138
2025
Q4 		$777K Buy
35,300
+25,300
+253% +$557K 0.05% 139
2025
Q3 		$216K Hold
10,000
– – 0.02% 279
2025
Q2 		$216K Hold
10,000
– – 0.02% 275
2025
Q1 		$216K Hold
10,000
– – 0.02% 278
2024
Q4 		$217K Hold
10,000
– – 0.02% 266
2024
Q3 		$215K Hold
10,000
– – 0.02% 280
2024
Q2 		$215K Hold
10,000
– – 0.02% 280
2024
Q1 		$217K Buy
+10,000
New +$216K 0.02% 269

Other funds holding BSJS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return