UBS Group
BSJT icon

UBS Group’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

UBS Group’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 		$10.2M Buy
483,657
+193,713
+67% +$4.14M ﹤0.01% 3329
2025
Q4 		$6.24M Buy
289,944
+80,544
+38% +$1.73M ﹤0.01% 3793
2025
Q3 		$4.52M Buy
209,400
+85,124
+68% +$1.83M ﹤0.01% 4142
2025
Q2 		$2.67M Buy
124,276
+43,490
+54% +$917K ﹤0.01% 4516
2025
Q1 		$1.7M Buy
80,786
+37,827
+88% +$812K ﹤0.01% 4843
2024
Q4 		$919K Buy
42,959
+12,020
+39% +$260K ﹤0.01% 5371
2024
Q3 		$676K Buy
30,939
+9,681
+46% +$208K ﹤0.01% 4986
2024
Q2 		$446K Buy
21,258
+149
+0.7% +$3.13K ﹤0.01% 5084
2024
Q1 		$447K Buy
21,109
+19,372
+1,115% +$409K ﹤0.01% 5285
2023
Q4 		$36.8K Buy
1,737
+624
+56% +$12.6K ﹤0.01% 6718
2023
Q3 		$22.1K Sell
1,113
-2,656
-70% -$53.8K ﹤0.01% 6754
2023
Q2 		$76.7K Buy
+3,769
New +$76.5K ﹤0.01% 6205
2022
Q4 		– Sell
-75
Closed -$1K – 10746
2022
Q3 		$1K Buy
75
+28
+60% +$578 ﹤0.01% 9929
2022
Q2 		$1K Buy
47
+3
+7% +$64 ﹤0.01% 9825
2022
Q1 		$1K Buy
+44
New +$1.03K ﹤0.01% 9846

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
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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

UBS Group's BSJT Position: Q1 2026 in Review

UBS Group increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 67% in Q1 2026, buying an estimated $4.14M and bringing the position to 483,657 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3329.

UBS Group first reported a position in BSJT in Q1 2022 and has held it in 15 quarters since. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

  • UBS Group held 483,657 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $10.2M as of Q1 2026.
  • UBS Group bought 193,713 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $4.14M.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3329 holding.
  • UBS Group first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • 111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.