Topsail Wealth Management’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Topsail Wealth 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	$595K	Buy	28,161 +307	+1%	+$6.51K	0.08%	81
2026 Q1	$586K	Buy	27,854 +1,707	+7%	+$36.4K	0.09%	74
2025 Q4	$562K	Buy	26,147 +5,300	+25%	+$114K	0.08%	77
2025 Q3	$450K	Buy	20,847 +610	+3%	+$13.1K	0.08%	84
2025 Q2	$436K	Buy	20,237 +5,550	+38%	+$117K	0.08%	82
2025 Q1	$310K	Buy	14,687 +582	+4%	+$12.5K	0.06%	101
2024 Q4	$302K	Buy	+14,105	New	+$305K	0.06%	89

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

Topsail Wealth Management's BSJT Position: Q2 2026 in Review

Topsail Wealth Management increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 1.1% in Q2 2026, buying an estimated $6.51K and bringing the position to 28,161 shares worth $595K. The position accounts for 0.08% of the portfolio, ranked #81.

Topsail Wealth Management first reported a position in BSJT in Q4 2024 and has held it in 7 quarters since. 117 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

Topsail Wealth Management held 28,161 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $595K as of Q2 2026.
Topsail Wealth Management bought 307 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $6.51K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.08% of Topsail Wealth Management's portfolio in Q2 2026, its #81 holding.
Topsail Wealth Management first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.