Trinity Legacy Partners’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Trinity Legacy Partners’s Portfolio BSJU Stock Details BSJU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.42M	Buy	362,263 +10,131	+3%	+$263K	2.04%	14
2025 Q4	$9.19M	Buy	352,132 +7,752	+2%	+$202K	2.11%	13
2025 Q3	$8.95M	Buy	344,380 +8,152	+2%	+$212K	2.06%	14
2025 Q2	$8.72M	Buy	336,228 +6,934	+2%	+$177K	2.12%	14
2025 Q1	$8.5M	Buy	329,294 +75,848	+30%	+$1.96M	2.15%	14
2024 Q4	$6.51M	Sell	253,446 -27,578	-10%	-$718K	1.68%	19
2024 Q3	$7.37M	Buy	+281,024	New	+$7.3M	1.89%	14

Other funds holding BSJU

LPL Financial San Diego, California $376B 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

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

SFE Investment Counsel Los Angeles, California $624M AUM 23.85% 1-Year Est. Return

GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return