Vantage Point Financial’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Vantage Point Financial’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	$684K	Buy	32,373 +1,422	+5%	+$30.2K	0.21%	81
2026 Q1	$651K	Buy	30,951 +181	+0.6%	+$3.86K	0.23%	83
2025 Q4	$662K	Sell	30,770 -544	-2%	-$11.7K	0.24%	76
2025 Q3	$675K	Sell	31,314 -3,265	-9%	-$70.2K	0.26%	69
2025 Q2	$744K	Buy	34,579 +1,502	+5%	+$31.7K	0.33%	61
2025 Q1	$697K	Buy	33,077 +21,045	+175%	+$452K	0.35%	56
2024 Q4	$257K	Buy	+12,032	New	+$260K	0.14%	98

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

Vantage Point Financial's BSJT Position: Q2 2026 in Review

Vantage Point Financial increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 4.6% in Q2 2026, buying an estimated $30.2K and bringing the position to 32,373 shares worth $684K. The position accounts for 0.21% of the portfolio, ranked #81.

Vantage Point Financial first reported a position in BSJT in Q4 2024 and has held it in 7 quarters since. The position peaked at $744K in Q2 2025. 117 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

Vantage Point Financial held 32,373 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $684K as of Q2 2026.
Vantage Point Financial bought 1,422 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $30.2K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.21% of Vantage Point Financial's portfolio in Q2 2026, its #81 holding.
Vantage Point Financial first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Vantage Point Financial's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $744K in Q2 2025.
117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.