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 Q2	$263K	Buy	10,016 +2,844	+40%	+$74.7K	﹤0.01%	6643
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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

UBS Group's BSJV Position: Q2 2026 in Review

UBS Group increased its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 40% in Q2 2026, buying an estimated $74.7K and bringing the position to 10,016 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #6643.

UBS Group first reported a position in BSJV in Q4 2024 and has held it in 5 quarters since. 49 funds tracked by Wall St. Rank hold BSJV as of Q2 2026.

UBS Group held 10,016 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $263K as of Q2 2026.
UBS Group bought 2,844 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $74.7K.
Invesco BulletShares 2031 High Yield Corporate Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6643 holding.
UBS Group first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q4 2024 and has held it in 5 quarters since.
49 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.