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Kinetic Wealth Investment Advisors LLC’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Kinetic Wealth Investment Advisors LLC’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 		$3.23M Buy
+153,011
New +$3.24M 1.52% 12

Other funds holding BSJT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Kinetic Wealth Investment Advisors LLC's BSJT Position: Q2 2026 in Review

Kinetic Wealth Investment Advisors LLC opened a new position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) in Q2 2026: 153,011 shares worth $3.23M. The stake represents 1.52% of the portfolio and ranks #12 among its holdings.

118 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

  • Kinetic Wealth Investment Advisors LLC held 153,011 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $3.23M as of Q2 2026.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF was a new Kinetic Wealth Investment Advisors LLC position in Q2 2026.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 1.52% of Kinetic Wealth Investment Advisors LLC's portfolio in Q2 2026, its #12 holding.
  • 118 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on Kinetic Wealth Investment Advisors LLC's 13F filing for Q2 2026, filed 2 Sep 2026.