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 Q3	$661K	Buy	30,873 +7,510	+32%	+$163K	0.16%	69
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 $468B AUM 17.69% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

SFE Investment Counsel Los Angeles, California $747M AUM 27.5% 1-Year Est. Return

Banta Asset Management Newport Beach, California $112M AUM 8.46% 1-Year Est. Return

Verity Asset Management Durham, North Carolina $259M AUM 21.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Valtinson Bruner Financial Planning's BSJS Position: Q3 2026 in Review

Valtinson Bruner Financial Planning increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 32% in Q3 2026, buying an estimated $163K and bringing the position to 30,873 shares worth $661K. The position accounts for 0.16% of the portfolio, ranked #69.

Valtinson Bruner Financial Planning first reported a position in BSJS in Q4 2024 and has held it in 8 quarters since. 82 funds tracked by Wall St. Rank hold BSJS as of Q3 2026.

Valtinson Bruner Financial Planning held 30,873 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $661K as of Q3 2026.
Valtinson Bruner Financial Planning bought 7,510 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $163K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.16% of Valtinson Bruner Financial Planning's portfolio in Q3 2026, its #69 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 8 quarters since.
82 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q3 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q3 2026, filed 2 Nov 2026.