Wealth Enhancement Advisory Services’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

Wealth Enhancement Advisory Services’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	–	Sell	-16,094	Closed	-$431K	–	3611
2025 Q4	$431K	Buy	16,094 +1,462	+10%	+$38.9K	﹤0.01%	2600
2025 Q3	$391K	Buy	14,632 +2,026	+16%	+$53.9K	﹤0.01%	2564
2025 Q2	$337K	Buy	12,606 +23	+0.2%	+$599	﹤0.01%	2554
2025 Q1	$328K	Buy	12,583 +155	+1%	+$4.08K	﹤0.01%	2378
2024 Q4	$324K	Sell	12,428 -925	-7%	-$24.5K	﹤0.01%	2323
2024 Q3	$359K	Buy	+13,353	New	+$355K	﹤0.01%	2056

Other funds holding BSJV

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

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

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

Wealth Enhancement Advisory Services's BSJV Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) in Q1 2026, closing a stake of 16,094 shares — an estimated $431K sold.

Wealth Enhancement Advisory Services first reported a position in BSJV in Q3 2024 and held it in 6 quarters. The position peaked at $431K in Q4 2025. 50 funds tracked by Wall St. Rank hold BSJV as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining Invesco BulletShares 2031 High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 16,094 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $431K.
Wealth Enhancement Advisory Services first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q3 2024 and held it in 6 quarters.
Wealth Enhancement Advisory Services's Invesco BulletShares 2031 High Yield Corporate Bond ETF position peaked at $431K in Q4 2025.
50 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.