Stifel Financial’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Stifel Financial’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	$2.24M	Buy	103,215 +2,501	+2%	+$54.6K	﹤0.01%	1990
2026 Q1	$2.18M	Buy	100,714 +729	+0.7%	+$16K	﹤0.01%	1898
2025 Q4	$2.2M	Buy	99,985 +5,441	+6%	+$120K	﹤0.01%	1855
2025 Q3	$2.09M	Buy	94,544 +11,389	+14%	+$251K	﹤0.01%	1882
2025 Q2	$1.83M	Buy	83,155 +10,958	+15%	+$238K	﹤0.01%	1903
2025 Q1	$1.56M	Buy	72,197 +42,028	+139%	+$921K	﹤0.01%	1938
2024 Q4	$654K	Buy	30,169 +7,050	+30%	+$155K	﹤0.01%	2518
2024 Q3	$512K	Buy	23,119 +941	+4%	+$20.6K	﹤0.01%	2669
2024 Q2	$476K	Buy	22,178 +362	+2%	+$7.77K	﹤0.01%	2649
2024 Q1	$473K	Buy	21,816 +8,176	+60%	+$176K	﹤0.01%	2647
2023 Q4	$295K	Buy	+13,640	New	+$285K	﹤0.01%	2858

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

Stifel Financial's BSJS Position: Q2 2026 in Review

Stifel Financial increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 2.5% in Q2 2026, buying an estimated $54.6K and bringing the position to 103,215 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

Stifel Financial first reported a position in BSJS in Q4 2023 and has held it in 11 quarters since. 138 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

Stifel Financial held 103,215 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $2.24M as of Q2 2026.
Stifel Financial bought 2,501 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $54.6K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1990 holding.
Stifel Financial first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
138 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.