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Valtinson Bruner Financial Planning’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Valtinson Bruner Financial Planning’s Portfolio BSJU Stock Details BSJU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$262K Buy
10,225
+1,664
+19% +$43.2K 0.07% 141
2025
Q4 		$223K Buy
+8,561
New +$223K 0.06% 145

Other funds holding BSJU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
GGI
GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Valtinson Bruner Financial Planning's BSJU Position: Q1 2026 in Review

Valtinson Bruner Financial Planning increased its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 19% in Q1 2026, buying an estimated $43.2K and bringing the position to 10,225 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #141.

Valtinson Bruner Financial Planning first reported a position in BSJU in Q4 2025 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold BSJU as of Q1 2026.

  • Valtinson Bruner Financial Planning held 10,225 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $262K as of Q1 2026.
  • Valtinson Bruner Financial Planning bought 1,664 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $43.2K.
  • Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.07% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #141 holding.
  • Valtinson Bruner Financial Planning first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.