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

Tyler-Stone 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
2025
Q2 		$226K Hold
10,500
– – 0.04% 311
2025
Q1 		$221K Buy
+10,500
New +$225K 0.04% 303
2024
Q3 		– Sell
-700
Closed -$14.7K – 395
2024
Q2 		$14.7K Buy
+700
New +$14.7K 0.01% 586

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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 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
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

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

Tyler-Stone Wealth Management held its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) position steady in Q2 2025 at 10,500 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #311.

Tyler-Stone Wealth Management first reported a position in BSJT in Q2 2024 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold BSJT as of Q2 2025.

  • Tyler-Stone Wealth Management held 10,500 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $226K as of Q2 2025.
  • Tyler-Stone Wealth Management left its Invesco BulletShares 2029 High Yield Corporate Bond ETF share count unchanged in Q2 2025.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #311 holding.
  • Tyler-Stone Wealth Management first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held Invesco BulletShares 2029 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.