Vermillion & White Wealth Management Group’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Vermillion & White Wealth Management Group’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 Q1	$531K	Buy	24,482 +73	+0.3%	+$1.6K	0.31%	35
2025 Q4	$539K	Buy	24,409 +3,140	+15%	+$69.1K	0.29%	33
2025 Q3	$470K	Hold	21,269	–	–	0.27%	34
2025 Q2	$469K	Sell	21,269 -7,979	-27%	-$173K	0.3%	34
2025 Q1	$633K	Buy	+29,248	New	+$641K	0.46%	28

Other funds holding BSJS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Vermillion & White Wealth Management Group's BSJS Position: Q1 2026 in Review

Vermillion & White Wealth Management Group increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 0.3% in Q1 2026, buying an estimated $1.6K and bringing the position to 24,482 shares worth $531K. The position accounts for 0.31% of the portfolio, ranked #35.

Vermillion & White Wealth Management Group first reported a position in BSJS in Q1 2025 and has held it in 5 quarters since. The position peaked at $633K in Q1 2025. 144 funds tracked by Wall St. Rank hold BSJS as of Q1 2026.

Vermillion & White Wealth Management Group held 24,482 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $531K as of Q1 2026.
Vermillion & White Wealth Management Group bought 73 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.6K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.31% of Vermillion & White Wealth Management Group's portfolio in Q1 2026, its #35 holding.
Vermillion & White Wealth Management Group first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
Vermillion & White Wealth Management Group's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $633K in Q1 2025.
144 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.