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Stephens Inc’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Stephens Inc’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
2025
Q3 		– Sell
-11,722
Closed -$252K – 1331
2025
Q2 		$252K Sell
11,722
-3,725
-24% -$78.5K ﹤0.01% 1086
2025
Q1 		$326K Buy
15,447
+3,265
+27% +$70.1K ﹤0.01% 960
2024
Q4 		$261K Hold
12,182
– – ﹤0.01% 1073
2024
Q3 		$266K Buy
+12,182
New +$262K ﹤0.01% 1076

Other funds holding BSJT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Stephens Inc's BSJT Position: Q3 2025 in Review

Stephens Inc sold out of Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) in Q3 2025, closing a stake of 11,722 shares — an estimated $252K sold.

Stephens Inc first reported a position in BSJT in Q3 2024 and held it in 4 quarters. The position peaked at $326K in Q1 2025. 89 funds tracked by Wall St. Rank hold BSJT as of Q3 2025.

  • Stephens Inc reported no remaining Invesco BulletShares 2029 High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Stephens Inc sold 11,722 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q3 2025, an estimated $252K.
  • Stephens Inc first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q3 2024 and held it in 4 quarters.
  • Stephens Inc's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $326K in Q1 2025.
  • 89 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q3 2025.

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