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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
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
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

Tassel Capital Management's BSJT Position: Q1 2026 in Review

Tassel Capital Management increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 39% in Q1 2026, buying an estimated $100K and bringing the position to 16,803 shares worth $353K. The position accounts for 0.19% of the portfolio, ranked #26.

Tassel Capital Management first reported a position in BSJT in Q4 2024 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

  • Tassel Capital Management held 16,803 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $353K as of Q1 2026.
  • Tassel Capital Management bought 4,686 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $100K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.19% of Tassel Capital Management's portfolio in Q1 2026, its #26 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 4 quarters since.
  • 111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

Based on Tassel Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.