Steward Partners Investment Advisory’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Steward Partners Investment Advisory’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
2026 Q2	$297K	Sell	14,075 -17,729	-56%	-$376K	﹤0.01%	2010
2026 Q1	$669K	Sell	31,804 -23,304	-42%	-$497K	﹤0.01%	1371
2025 Q4	$1.19M	Sell	55,108 -6,452	-10%	-$139K	0.01%	993
2025 Q3	$1.33M	Sell	61,560 -10,604	-15%	-$228K	0.01%	931
2025 Q2	$1.55M	Buy	72,164 +14,824	+26%	+$312K	0.01%	812
2025 Q1	$1.21M	Buy	57,340 +57,145	+29,305%	+$1.23M	0.01%	837
2024 Q4	$4.17K	Sell	195 -5,275	-96%	-$114K	﹤0.01%	3426
2024 Q3	$120K	Buy	5,470 +195	+4%	+$4.2K	﹤0.01%	1791
2024 Q2	$111K	Buy	+5,275	New	+$111K	﹤0.01%	1729

Other funds holding BSJT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Steward Partners Investment Advisory reduced its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 56% in Q2 2026, selling an estimated $376K and leaving 14,075 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Steward Partners Investment Advisory first reported a position in BSJT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.55M in Q2 2025. 117 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

Steward Partners Investment Advisory held 14,075 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $297K as of Q2 2026.
Steward Partners Investment Advisory sold 17,729 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $376K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2010 holding.
Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Steward Partners Investment Advisory's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $1.55M in Q2 2025.
117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 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.