Tassel Capital Management’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Tassel Capital Management’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	$626K	Buy	29,641 +12,838	+76%	+$272K	0.29%	22
2026 Q1	$353K	Buy	16,803 +4,686	+39%	+$100K	0.19%	26
2025 Q4	$261K	Buy	12,117 +2,709	+29%	+$58.2K	0.16%	31
2025 Q3	$203K	Buy	+9,408	New	+$202K	0.13%	37
2025 Q1	–	Sell	-12,995	Closed	-$278K	–	39
2024 Q4	$278K	Buy	+12,995	New	+$281K	0.25%	32

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

Tassel Capital Management's BSJT Position: Q2 2026 in Review

Tassel Capital Management increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 76% in Q2 2026, buying an estimated $272K and bringing the position to 29,641 shares worth $626K. The position accounts for 0.29% of the portfolio, ranked #22.

Tassel Capital Management first reported a position in BSJT in Q4 2024 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

Tassel Capital Management held 29,641 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $626K as of Q2 2026.
Tassel Capital Management bought 12,838 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $272K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.29% of Tassel Capital Management's portfolio in Q2 2026, its #22 holding.
Tassel Capital Management first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2024 and has held it in 5 quarters since.
118 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on Tassel Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.