Wealth Enhancement Advisory Services
BSJU icon

Wealth Enhancement Advisory Services’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BSJU Stock Details BSJU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,899
Closed -$306K – 4148
2026
Q1 		$306K Sell
11,899
-14,543
-55% -$378K ﹤0.01% 2754
2025
Q4 		$692K Buy
26,442
+650
+3% +$16.9K ﹤0.01% 2230
2025
Q3 		$674K Buy
25,792
+2,091
+9% +$54.5K ﹤0.01% 2127
2025
Q2 		$617K Sell
23,701
-6,598
-22% -$168K ﹤0.01% 2070
2025
Q1 		$772K Buy
30,299
+6,808
+29% +$176K ﹤0.01% 1759
2024
Q4 		$603K Sell
23,491
-354
-1% -$9.22K ﹤0.01% 1848
2024
Q3 		$629K Buy
+23,845
New +$620K ﹤0.01% 1662

Other funds holding BSJU

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Wealth Enhancement Advisory Services's BSJU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) in Q2 2026, closing a stake of 11,899 shares — an estimated $306K sold.

Wealth Enhancement Advisory Services first reported a position in BSJU in Q3 2024 and held it in 7 quarters. The position peaked at $772K in Q1 2025. 9 funds tracked by Wall St. Rank hold BSJU as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Invesco BulletShares 2030 High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,899 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $306K.
  • Wealth Enhancement Advisory Services first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q3 2024 and held it in 7 quarters.
  • Wealth Enhancement Advisory Services's Invesco BulletShares 2030 High Yield Corporate Bond ETF position peaked at $772K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.