WWM
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Wolff Wiese Magana’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Wolff Wiese Magana’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 		$61.5K Buy
2,909
+471
+19% +$9.99K 0.03% 214
2026
Q1 		$51.3K Buy
2,438
+1,438
+144% +$30.7K 0.03% 208
2025
Q4 		$21.5K Buy
+1,000
New +$21.5K 0.01% 306

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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
BAM
Banta Asset Management Newport Beach, California $112M AUM
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

Wolff Wiese Magana's BSJT Position: Q2 2026 in Review

Wolff Wiese Magana increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 19% in Q2 2026, buying an estimated $9.99K and bringing the position to 2,909 shares worth $61.5K. The position accounts for 0.03% of the portfolio, ranked #214.

Wolff Wiese Magana first reported a position in BSJT in Q4 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

  • Wolff Wiese Magana held 2,909 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $61.5K as of Q2 2026.
  • Wolff Wiese Magana bought 471 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $9.99K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.03% of Wolff Wiese Magana's portfolio in Q2 2026, its #214 holding.
  • Wolff Wiese Magana first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.