VestGen Advisors’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

VestGen Advisors’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	$508K	Buy	24,052 +2,082	+9%	+$44.1K	0.01%	664
2026 Q1	$466K	Buy	21,970 +7,278	+50%	+$155K	0.01%	680
2025 Q4	$316K	Sell	14,692 -6,976	-32%	-$150K	0.01%	586
2025 Q3	$467K	Buy	21,668 +2,189	+11%	+$47.1K	0.02%	497
2025 Q2	$418K	Buy	19,479 +5,474	+39%	+$115K	0.02%	446
2025 Q1	$295K	Buy	+14,005	New	+$301K	0.01%	468

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

VestGen Advisors's BSJT Position: Q2 2026 in Review

VestGen Advisors increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 9.5% in Q2 2026, buying an estimated $44.1K and bringing the position to 24,052 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #664.

VestGen Advisors first reported a position in BSJT in Q1 2025 and has held it in 6 quarters since. 117 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

VestGen Advisors held 24,052 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $508K as of Q2 2026.
VestGen Advisors bought 2,082 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $44.1K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #664 holding.
VestGen Advisors first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.