VestGen Advisors’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

VestGen Advisors’s Portfolio BSJV Stock Details BSJV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$460K	Buy	17,526 +1,636	+10%	+$43K	0.01%	701
2026 Q1	$417K	Buy	15,890 +5,717	+56%	+$152K	0.01%	722
2025 Q4	$272K	Sell	10,173 -4,179	-29%	-$111K	0.01%	623
2025 Q3	$384K	Buy	14,352 +1,705	+13%	+$45.4K	0.01%	538
2025 Q2	$336K	Buy	+12,647	New	+$329K	0.01%	484

Other funds holding BSJV

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

VestGen Advisors's BSJV Position: Q2 2026 in Review

VestGen Advisors increased its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 10% in Q2 2026, buying an estimated $43K and bringing the position to 17,526 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #701.

VestGen Advisors first reported a position in BSJV in Q2 2025 and has held it in 5 quarters since. 49 funds tracked by Wall St. Rank hold BSJV as of Q2 2026.

VestGen Advisors held 17,526 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $460K as of Q2 2026.
VestGen Advisors bought 1,636 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $43K.
Invesco BulletShares 2031 High Yield Corporate Bond ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #701 holding.
VestGen Advisors first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
49 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q2 2026.

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