Stifel Financial
BSJT icon

Stifel Financial’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Stifel Financial’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
Q1 		$651K Sell
30,927
-22,376
-42% -$478K ﹤0.01% 2704
2025
Q4 		$1.15M Sell
53,303
-3,860
-7% -$83K ﹤0.01% 2348
2025
Q3 		$1.23M Buy
57,163
+17,356
+44% +$373K ﹤0.01% 2260
2025
Q2 		$857K Buy
39,807
+20,247
+104% +$427K ﹤0.01% 2434
2025
Q1 		$412K Buy
+19,560
New +$420K ﹤0.01% 2812

Other funds holding BSJT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Stifel Financial's BSJT Position: Q1 2026 in Review

Stifel Financial reduced its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 42% in Q1 2026, selling an estimated $478K and leaving 30,927 shares worth $651K. The position accounts for ﹤0.01% of the portfolio, ranked #2704.

Stifel Financial first reported a position in BSJT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.23M in Q3 2025. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

  • Stifel Financial held 30,927 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $651K as of Q1 2026.
  • Stifel Financial sold 22,376 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $478K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2704 holding.
  • Stifel Financial first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Stifel Financial's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $1.23M in Q3 2025.
  • 111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.