Valtinson Bruner Financial Planning’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$314K	Buy	14,837 +77	+0.5%	+$1.63K	0.08%	134
2026 Q1	$310K	Buy	14,760 +2,191	+17%	+$46.8K	0.09%	115
2025 Q4	$270K	Buy	12,569 +957	+8%	+$20.6K	0.08%	132
2025 Q3	$250K	Buy	11,612 +77	+0.7%	+$1.66K	0.07%	134
2025 Q2	$248K	Buy	11,535 +78	+0.7%	+$1.64K	0.08%	129
2025 Q1	$242K	Buy	+11,457	New	+$246K	0.08%	118

Other funds holding BSJT

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

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Valtinson Bruner Financial Planning increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 0.52% in Q2 2026, buying an estimated $1.63K and bringing the position to 14,837 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #134.

Valtinson Bruner Financial Planning first reported a position in BSJT in Q1 2025 and has held it in 6 quarters since. 117 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

Valtinson Bruner Financial Planning held 14,837 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $314K as of Q2 2026.
Valtinson Bruner Financial Planning bought 77 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.63K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.08% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #134 holding.
Valtinson Bruner Financial Planning first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 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.