Shufro Rose & Co’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Shufro Rose & Co’s Portfolio BSJT Stock Details BSJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$243K	Buy	+11,500	New	+$244K	0.01%	265

Other funds holding BSJT

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

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Shufro Rose & Co opened a new position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) in Q2 2026: 11,500 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #265 among its holdings.

117 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

Shufro Rose & Co held 11,500 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $243K as of Q2 2026.
Invesco BulletShares 2029 High Yield Corporate Bond ETF was a new Shufro Rose & Co position in Q2 2026.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.01% of Shufro Rose & Co's portfolio in Q2 2026, its #265 holding.
117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

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