Siligmueller & Norvid Wealth Advisors’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Siligmueller & Norvid Wealth Advisors’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
2025 Q3	–	Sell	-22,520	Closed	-$495K	–	171
2025 Q2	$495K	Sell	22,520 -1,372	-6%	-$29.8K	0.19%	71
2025 Q1	$517K	Hold	23,892	–	–	0.22%	70
2024 Q4	$518K	Buy	+23,892	New	+$525K	0.22%	73

Other funds holding BSJS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's BSJS Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q3 2025, closing a stake of 22,520 shares — an estimated $495K sold.

Siligmueller & Norvid Wealth Advisors first reported a position in BSJS in Q4 2024 and held it in 3 quarters. The position peaked at $518K in Q4 2024. 125 funds tracked by Wall St. Rank hold BSJS as of Q3 2025.

Siligmueller & Norvid Wealth Advisors reported no remaining Invesco BulletShares 2028 High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Siligmueller & Norvid Wealth Advisors sold 22,520 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q3 2025, an estimated $495K.
Siligmueller & Norvid Wealth Advisors first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
Siligmueller & Norvid Wealth Advisors's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $518K in Q4 2024.
125 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.