BSJT β€” INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF

Ownership history in Horizons Wealth Management  Β·  6 quarters on record

AI Ownership Summary

Horizons Wealth Management reported INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF (BSJT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2025 Q4. The latest visible filing shows BSJT at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BSJT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Horizons Wealth Management's position in INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BSJT was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Horizons Wealth Management held BSJT β€” position size vs. price
% of Fund (quarterly)    BSJT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 3,592 β€” 0% 0.05% $76K 2026-05-15 (Est.) $21.16
2025 Q4 ADDED 3,592 +172 +5.0% 0.05% $77K 2026-01-05 $21.27
2025 Q3 ADDED 3,420 +1,562 +84.1% 0.05% $74K 2025-10-03 $20.90
2025 Q2 UNCHANGED 1,858 β€” 0% 0.03% $40K 2025-07-07 $20.42
2025 Q1 UNCHANGED 1,858 β€” 0% 0.03% $39K 2025-04-10 $19.26
2024 Q4 INITIATED 1,858 β€” β€” 0.03% $40K 2025-01-07 $19.77

FAQ About Horizons Wealth Management and BSJT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Horizons Wealth Management reported owning BSJT?

Horizons Wealth Management reported BSJT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BSJT position in Horizons Wealth Management's portfolio?

The largest reported portfolio weight for BSJT was 0.05% in 2025 Q4.

What is the latest reported BSJT position on this page?

The most recent filing on this page is 2026 Q1, when Horizons Wealth Management reported 3,592 shares, equal to 0.05% of portfolio, with an estimated market value of $76K.

What does the chart on this BSJT ownership page compare?

The chart compares Horizons Wealth Management's quarterly BSJT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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