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 Q2	$1.23M	Buy	56,400 +21,500	+62%	+$469K	0.07%	113
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Shufro Rose & Co's BSJS Position: Q2 2026 in Review

Shufro Rose & Co increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 62% in Q2 2026, buying an estimated $469K and bringing the position to 56,400 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #113.

Shufro Rose & Co first reported a position in BSJS in Q1 2024 and has held it in 10 quarters since. 138 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

Shufro Rose & Co held 56,400 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $1.23M as of Q2 2026.
Shufro Rose & Co bought 21,500 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $469K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.07% of Shufro Rose & Co's portfolio in Q2 2026, its #113 holding.
Shufro Rose & Co first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
138 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.