VA
BSJV icon

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
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

LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

VestGen Advisors's BSJV Position: Q1 2026 in Review

VestGen Advisors increased its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 56% in Q1 2026, buying an estimated $152K and bringing the position to 15,890 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #722.

VestGen Advisors first reported a position in BSJV in Q2 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold BSJV as of Q1 2026.

  • VestGen Advisors held 15,890 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $417K as of Q1 2026.
  • VestGen Advisors bought 5,717 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $152K.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF made up 0.01% of VestGen Advisors's portfolio in Q1 2026, its #722 holding.
  • VestGen Advisors first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.