Steward Partners Investment Advisory’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.08K	Hold	157	–	–	﹤0.01%	3865
2025 Q4	$4.19K	Hold	157	–	–	﹤0.01%	3746
2025 Q3	$4.21K	Hold	157	–	–	﹤0.01%	3710
2025 Q2	$4.19K	Hold	157	–	–	﹤0.01%	3535
2025 Q1	$4.09K	Hold	157	–	–	﹤0.01%	3441
2024 Q4	$4.09K	Hold	157	–	–	﹤0.01%	3437
2024 Q3	$4.22K	Buy	+157	New	+$4.17K	﹤0.01%	3241

Other funds holding BSJV

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

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

Steward Partners Investment Advisory held its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) position steady in Q1 2026 at 157 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #3865.

Steward Partners Investment Advisory first reported a position in BSJV in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.22K in Q3 2024. 50 funds tracked by Wall St. Rank hold BSJV as of Q1 2026.

Steward Partners Investment Advisory held 157 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $4.08K as of Q1 2026.
Steward Partners Investment Advisory left its Invesco BulletShares 2031 High Yield Corporate Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2031 High Yield Corporate Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3865 holding.
Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Steward Partners Investment Advisory's Invesco BulletShares 2031 High Yield Corporate Bond ETF position peaked at $4.22K in Q3 2024.
50 funds tracked by Wall St. Rank held Invesco BulletShares 2031 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.