Wealth Quarterback
BSJV icon

Wealth Quarterback’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

Wealth Quarterback’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
Q3 		$282K Buy
11,253
+1,785
+19% +$46.3K 0.09% 144
2026
Q2 		$249K Buy
9,468
+1,398
+17% +$36.7K 0.08% 153
2026
Q1 		$210K Buy
+8,070
New +$214K 0.08% 156

Other funds holding BSJV

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Jessup Wealth Management
Jessup Wealth Management Dayton, Ohio $476M AUM 48.42% 1-Year Est. Return
Tassel Capital Management
Tassel Capital Management Matthews, North Carolina $202M AUM 9.17% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Quarterback's BSJV Position: Q3 2026 in Review

Wealth Quarterback increased its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 19% in Q3 2026, buying an estimated $46.3K and bringing the position to 11,253 shares worth $282K. The position accounts for 0.09% of the portfolio, ranked #144.

Wealth Quarterback first reported a position in BSJV in Q1 2026 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold BSJV as of Q3 2026.

  • Wealth Quarterback held 11,253 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $282K as of Q3 2026.
  • Wealth Quarterback bought 1,785 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $46.3K.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF made up 0.09% of Wealth Quarterback's portfolio in Q3 2026, its #144 holding.
  • Wealth Quarterback first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q3 2026.

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