Steward Partners Investment Advisory’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Steward Partners Investment Advisory’s Portfolio BSJU Stock Details BSJU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.43M	Buy	173,188 +172,408	+22,104%	+$4.48M	0.02%	555
2025 Q4	$20.4K	Buy	780 +619	+384%	+$16.1K	﹤0.01%	3133
2025 Q3	$4.21K	Hold	161	–	–	﹤0.01%	3709
2025 Q2	$4.19K	Hold	161	–	–	﹤0.01%	3536
2025 Q1	$4.1K	Hold	161	–	–	﹤0.01%	3440
2024 Q4	$4.13K	Hold	161	–	–	﹤0.01%	3432
2024 Q3	$4.25K	Buy	+161	New	+$4.18K	﹤0.01%	3238

Other funds holding BSJU

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

GGI

GPM Growth Investors Bloomfield Hills, Michigan $239M AUM 11.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Steward Partners Investment Advisory's BSJU Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 22,104% in Q1 2026, buying an estimated $4.48M and bringing the position to 173,188 shares worth $4.43M. The position accounts for 0.02% of the portfolio, ranked #555.

Steward Partners Investment Advisory first reported a position in BSJU in Q3 2024 and has held it in 7 quarters since. 77 funds tracked by Wall St. Rank hold BSJU as of Q1 2026.

Steward Partners Investment Advisory held 173,188 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $4.43M as of Q1 2026.
Steward Partners Investment Advisory bought 172,408 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $4.48M.
Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #555 holding.
Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
77 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.