UBS Group
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UBS Group’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

UBS Group’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 		$649K Buy
25,373
+885
+4% +$23K ﹤0.01% 5882
2025
Q4 		$639K Buy
24,488
+6,849
+39% +$178K ﹤0.01% 5932
2025
Q3 		$461K Buy
17,639
+1,190
+7% +$31K ﹤0.01% 6157
2025
Q2 		$428K Hold
16,449
– – ﹤0.01% 6140
2025
Q1 		$419K Sell
16,449
-249
-1% -$6.43K ﹤0.01% 5990
2024
Q4 		$429K Hold
16,698
– – ﹤0.01% 5956
2024
Q3 		$441K Sell
16,698
-1,000
-6% -$26K ﹤0.01% 5320
2024
Q2 		$449K Buy
17,698
+249
+1% +$6.34K ﹤0.01% 5076
2024
Q1 		$447K Buy
17,449
+16,027
+1,127% +$409K ﹤0.01% 5284
2023
Q4 		$36.2K Buy
1,422
+422
+42% +$10.3K ﹤0.01% 6734
2023
Q3 		$24K Sell
1,000
-13
-1% -$319 ﹤0.01% 6707
2023
Q2 		$25.1K Buy
1,013
+755
+293% +$18.6K ﹤0.01% 6777
2023
Q1 		$6.46K Buy
+258
New +$6.35K ﹤0.01% 7916
2022
Q4 		– Sell
-118
Closed -$3K – 10747
2022
Q3 		$3K Buy
+118
New +$2.9K ﹤0.01% 9517

Other funds holding BSJU

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
GGI
GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return
Morgan Stanley
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

UBS Group's BSJU Position: Q1 2026 in Review

UBS Group increased its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 3.6% in Q1 2026, buying an estimated $23K and bringing the position to 25,373 shares worth $649K. The position accounts for ﹤0.01% of the portfolio, ranked #5882.

UBS Group first reported a position in BSJU in Q3 2022 and has held it in 14 quarters since. 77 funds tracked by Wall St. Rank hold BSJU as of Q1 2026.

  • UBS Group held 25,373 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $649K as of Q1 2026.
  • UBS Group bought 885 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $23K.
  • Invesco BulletShares 2030 High Yield Corporate Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5882 holding.
  • UBS Group first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q3 2022 and has held it in 14 quarters since.
  • 77 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q1 2026.

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