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 Q2	$374K	Sell	17,701 -13,226	-43%	-$280K	﹤0.01%	3156
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 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

Stifel Financial's BSJT Position: Q2 2026 in Review

Stifel Financial reduced its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 43% in Q2 2026, selling an estimated $280K and leaving 17,701 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #3156.

Stifel Financial first reported a position in BSJT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.23M in Q3 2025. 119 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

Stifel Financial held 17,701 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $374K as of Q2 2026.
Stifel Financial sold 13,226 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $280K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3156 holding.
Stifel Financial first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Stifel Financial's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $1.23M in Q3 2025.
119 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

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