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Tyler-Stone Wealth Management’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Tyler-Stone 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
2025
Q2 		$853K Buy
38,707
+1,363
+4% +$29.6K 0.14% 141
2025
Q1 		$808K Buy
37,344
+23,345
+167% +$511K 0.15% 133
2024
Q4 		$303K Buy
+13,999
New +$308K 0.05% 247
2024
Q3 		– Sell
-475
Closed -$10.2K – 394
2024
Q2 		$10.2K Buy
+475
New +$10.2K ﹤0.01% 652

Other funds holding BSJS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Tyler-Stone Wealth Management's BSJS Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 3.6% in Q2 2025, buying an estimated $29.6K and bringing the position to 38,707 shares worth $853K. The position accounts for 0.14% of the portfolio, ranked #141.

Tyler-Stone Wealth Management first reported a position in BSJS in Q2 2024 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold BSJS as of Q2 2025.

  • Tyler-Stone Wealth Management held 38,707 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $853K as of Q2 2025.
  • Tyler-Stone Wealth Management bought 1,363 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2025, an estimated $29.6K.
  • Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.14% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #141 holding.
  • Tyler-Stone Wealth Management first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • 118 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.