Wealth Quarterback
BSJU icon

Wealth Quarterback’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Wealth Quarterback’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
Q3 		$284K Buy
11,406
+1,920
+20% +$49.2K 0.09% 142
2026
Q2 		$245K Buy
9,486
+1,441
+18% +$37.2K 0.08% 156
2026
Q1 		$206K Buy
+8,045
New +$209K 0.08% 157

Other funds holding BSJU

Milestones Private Investment Advisors
Milestones Private Investment Advisors Fairport, New York $123M AUM 18.31% 1-Year Est. Return
Blue Capital Inc
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Tassel Capital Management
Tassel Capital Management Matthews, North Carolina $202M AUM 9.17% 1-Year Est. Return
Net Worth Advisory Group
Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return
Meriwether Wealth & Planning
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Wealth Quarterback's BSJU Position: Q3 2026 in Review

Wealth Quarterback increased its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 20% in Q3 2026, buying an estimated $49.2K and bringing the position to 11,406 shares worth $284K. The position accounts for 0.09% of the portfolio, ranked #142.

Wealth Quarterback first reported a position in BSJU in Q1 2026 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold BSJU as of Q3 2026.

  • Wealth Quarterback held 11,406 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $284K as of Q3 2026.
  • Wealth Quarterback bought 1,920 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $49.2K.
  • Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.09% of Wealth Quarterback's portfolio in Q3 2026, its #142 holding.
  • Wealth Quarterback first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.