Valtinson Bruner Financial Planning’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Valtinson Bruner Financial Planning’s Portfolio BSJS Stock Details BSJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$508K	Buy	23,363 +106	+0.5%	+$2.31K	0.13%	89
2026 Q1	$504K	Buy	23,257 +1,163	+5%	+$25.5K	0.14%	81
2025 Q4	$486K	Buy	22,094 +820	+4%	+$18K	0.14%	82
2025 Q3	$470K	Buy	21,274 +1,803	+9%	+$39.7K	0.14%	89
2025 Q2	$429K	Buy	19,471 +125	+0.6%	+$2.71K	0.13%	86
2025 Q1	$419K	Buy	19,346 +4,469	+30%	+$97.9K	0.14%	80
2024 Q4	$323K	Buy	+14,877	New	+$327K	0.11%	107

Other funds holding BSJS

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Valtinson Bruner Financial Planning's BSJS Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 0.46% in Q2 2026, buying an estimated $2.31K and bringing the position to 23,363 shares worth $508K. The position accounts for 0.13% of the portfolio, ranked #89.

Valtinson Bruner Financial Planning first reported a position in BSJS in Q4 2024 and has held it in 7 quarters since. 138 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

Valtinson Bruner Financial Planning held 23,363 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $508K as of Q2 2026.
Valtinson Bruner Financial Planning bought 106 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.31K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.13% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #89 holding.
Valtinson Bruner Financial Planning first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
138 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.