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SPIA
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
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UBS Group
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1-Year Est. Return
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1-Year Est. Return
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$4.23B AUM
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1-Year Est. Return
CAPTRUST Financial Advisors
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$57.3B AUM
18.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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