Steward Partners Investment Advisory’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Steward Partners Investment Advisory’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	$915K	Sell	42,098 -49,210	-54%	-$1.07M	﹤0.01%	1343
2026 Q1	$1.98M	Sell	91,308 -204,776	-69%	-$4.49M	0.01%	854
2025 Q4	$6.51M	Buy	296,084 +12,700	+4%	+$279K	0.04%	407
2025 Q3	$6.26M	Sell	283,384 -23,655	-8%	-$521K	0.04%	416
2025 Q2	$6.77M	Sell	307,039 -17,063	-5%	-$370K	0.05%	352
2025 Q1	$7.01M	Sell	324,102 -4,857	-1%	-$106K	0.06%	315
2024 Q4	$7.13M	Sell	328,959 -54,192	-14%	-$1.19M	0.06%	297
2024 Q3	$8.49M	Sell	383,151 -15,720	-4%	-$343K	0.08%	253
2024 Q2	$8.56M	Sell	398,871 -37,083	-9%	-$796K	0.09%	228
2024 Q1	$9.44M	Buy	435,954 +56,911	+15%	+$1.23M	0.1%	205
2023 Q4	$8.21M	Buy	379,043 +20,736	+6%	+$433K	0.11%	197
2023 Q3	$7.38M	Buy	358,307 +297,249	+487%	+$6.22M	0.11%	191
2023 Q2	$1.28M	Buy	+61,058	New	+$1.28M	0.02%	618

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

Steward Partners Investment Advisory's BSJS Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 54% in Q2 2026, selling an estimated $1.07M and leaving 42,098 shares worth $915K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Steward Partners Investment Advisory first reported a position in BSJS in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.44M in Q1 2024. 138 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

Steward Partners Investment Advisory held 42,098 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $915K as of Q2 2026.
Steward Partners Investment Advisory sold 49,210 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.07M.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1343 holding.
Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Steward Partners Investment Advisory's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $9.44M in Q1 2024.
138 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.