UBS Group
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UBS Group’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

UBS Group’s Portfolio BSJV Stock Details BSJV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$186K Buy
+7,172
New +$190K ﹤0.01% 6680
2025
Q4 		– Sell
-205
Closed -$5.49K – 10538
2025
Q3 		$5.49K Buy
+205
New +$5.46K ﹤0.01% 8864
2025
Q2 		– Sell
-200
Closed -$5.21K – 10284
2025
Q1 		$5.21K Buy
200
+59
+42% +$1.55K ﹤0.01% 9020
2024
Q4 		$3.67K Buy
+141
New +$3.73K ﹤0.01% 8840

Other funds holding BSJV

LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

UBS Group's BSJV Position: Q1 2026 in Review

UBS Group opened a new position in Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) in Q1 2026: 7,172 shares worth $186K. The stake represents ﹤0.01% of the portfolio and ranks #6680 among its holdings. This is a return to the name: UBS Group previously reported a position in BSJV as recently as Q3 2025.

UBS Group first reported a position in BSJV in Q4 2024 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold BSJV as of Q1 2026.

  • UBS Group held 7,172 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $186K as of Q1 2026.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF was a new UBS Group position in Q1 2026.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6680 holding.
  • UBS Group first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q1 2026.

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