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Stephens Inc’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Stephens Inc’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
-16,006
Closed -$353K – 1330
2025
Q2 		$353K Sell
16,006
-3,631
-18% -$78.7K ﹤0.01% 955
2025
Q1 		$425K Buy
19,637
+3,180
+19% +$69.7K 0.01% 874
2024
Q4 		$357K Buy
16,457
+2,409
+17% +$53K 0.01% 950
2024
Q3 		$311K Buy
+14,048
New +$307K ﹤0.01% 1010

Other funds holding BSJS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

Stephens Inc's BSJS Position: Q3 2025 in Review

Stephens Inc sold out of Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q3 2025, closing a stake of 16,006 shares — an estimated $353K sold.

Stephens Inc first reported a position in BSJS in Q3 2024 and held it in 4 quarters. The position peaked at $425K in Q1 2025. 125 funds tracked by Wall St. Rank hold BSJS as of Q3 2025.

  • Stephens Inc reported no remaining Invesco BulletShares 2028 High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Stephens Inc sold 16,006 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q3 2025, an estimated $353K.
  • Stephens Inc first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q3 2024 and held it in 4 quarters.
  • Stephens Inc's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $425K in Q1 2025.
  • 125 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q3 2025.

Based on Stephens Inc's 13F filing for Q3 2025, filed 27 Oct 2025.