Strait & Sound Wealth Management’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Strait & Sound Wealth Management’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	$2.39M	Buy	109,848 +16,291	+17%	+$355K	0.84%	29
2026 Q1	$2.03M	Buy	93,557 +9,836	+12%	+$216K	0.76%	34
2025 Q4	$1.84M	Buy	83,721 +11,896	+17%	+$262K	0.69%	37
2025 Q3	$1.59M	Buy	71,825 +6,594	+10%	+$145K	0.61%	39
2025 Q2	$1.44M	Buy	65,231 +16,409	+34%	+$356K	0.61%	38
2025 Q1	$1.06M	Buy	48,822 +38,314	+365%	+$839K	0.49%	47
2024 Q4	$228K	Buy	+10,508	New	+$231K	0.11%	136

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

Strait & Sound Wealth Management's BSJS Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 17% in Q2 2026, buying an estimated $355K and bringing the position to 109,848 shares worth $2.39M. The position accounts for 0.84% of the portfolio, ranked #29.

Strait & Sound Wealth Management first reported a position in BSJS in Q4 2024 and has held it in 7 quarters since. 137 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

Strait & Sound Wealth Management held 109,848 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $2.39M as of Q2 2026.
Strait & Sound Wealth Management bought 16,291 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $355K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.84% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #29 holding.
Strait & Sound Wealth Management first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
137 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.