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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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Vermillion & White Wealth Management Group increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 0.13% in Q1 2026, buying an estimated $918 and bringing the position to 32,134 shares worth $676K. The position accounts for 0.39% of the portfolio, ranked #30.

Vermillion & White Wealth Management Group first reported a position in BSJT in Q1 2025 and has held it in 5 quarters since. The position peaked at $805K in Q1 2025. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

  • Vermillion & White Wealth Management Group held 32,134 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $676K as of Q1 2026.
  • Vermillion & White Wealth Management Group bought 43 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $918.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.39% of Vermillion & White Wealth Management Group's portfolio in Q1 2026, its #30 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 5 quarters since.
  • Vermillion & White Wealth Management Group's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $805K in Q1 2025.
  • 111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 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.