Vermillion & White Wealth Management Group’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Vermillion & White Wealth Management Group’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	$688K	Buy	32,549 +415	+1%	+$8.8K	0.35%	31
2026 Q1	$676K	Buy	32,134 +43	+0.1%	+$918	0.39%	30
2025 Q4	$691K	Buy	32,091 +3,934	+14%	+$84.5K	0.38%	29
2025 Q3	$607K	Hold	28,157	–	–	0.35%	28
2025 Q2	$606K	Sell	28,157 -10,047	-26%	-$212K	0.39%	28
2025 Q1	$805K	Buy	+38,204	New	+$820K	0.58%	26

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

Vermillion & White Wealth Management Group's BSJT Position: Q2 2026 in Review

Vermillion & White Wealth Management Group increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 1.3% in Q2 2026, buying an estimated $8.8K and bringing the position to 32,549 shares worth $688K. The position accounts for 0.35% of the portfolio, ranked #31.

Vermillion & White Wealth Management Group first reported a position in BSJT in Q1 2025 and has held it in 6 quarters since. The position peaked at $805K in Q1 2025. 118 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

Vermillion & White Wealth Management Group held 32,549 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $688K as of Q2 2026.
Vermillion & White Wealth Management Group bought 415 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $8.8K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.35% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #31 holding.
Vermillion & White Wealth Management Group first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Vermillion & White Wealth Management Group's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $805K in Q1 2025.
118 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.