IMA Advisory Services, Inc. BSJT — Invesco BulletShares 2029 HY Corp Bd ETF

Ownership history in IMA Advisory Services, Inc.  ·  6 quarters on record

AI Ownership Summary

IMA Advisory Services, Inc. reported Invesco BulletShares 2029 HY Corp Bd ETF (BSJT) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.77% in 2025 Q1. The latest visible filing shows BSJT at 0.66% 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 IMA Advisory Services, Inc.'s position in Invesco BulletShares 2029 HY Corp Bd 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
2025 Q4

BSJT was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% in 2025 Q1

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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.

BSJT stock page IMA Advisory Services, Inc. fund profile IMA Advisory Services, Inc. full holdings
How IMA Advisory Services, Inc. held BSJT — position size vs. price
% of Fund (quarterly)    BSJT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 319,430 +3,571 +1.1% 0.66% $6.9M 2026-02-14 (Est.) $21.11
2025 Q3 REDUCED — — — 315,859 -5 -0.0% 0.69% $6.8M 2025-11-06 $20.73
2025 Q2 ADDED — — — 315,864 +9,501 +3.1% 0.73% $6.8M 2025-08-08 $20.44
2025 Q1 ADDED — — — 306,363 +294,947 +2583.6% 0.77% $6.5M 2025-05-06 $19.58
2024 Q4 ADDED — — — 11,416 +626 +5.8% 0.03% $244K 2025-02-14 $19.89
2024 Q3 INITIATED — — — 10,790 — — 0.05% $236K 2024-11-14 $19.60

🏢 Other funds also holding BSJT

As of 2026 Q1 — sorted by position size

Legacy Financial Group LLC 3Y 2.22% SFE Investment Counsel 3Y 7Y 1.21% Stablepoint Partners, LLC 1.0% PRIVATE CLIENT SERVICES, LLC 0.75% Sound Stewardship, LLC 0.52% S.E.E.D. Planning Group LLC 3Y 0.47% Vantage Point Financial LLC 0.23% 4Thought Financial Group Inc. 3Y 0.2% Astoria Portfolio Advisors LLC. 3Y 0.2% Tassel Capital Management, Inc. 0.19%

FAQ About IMA Advisory Services, Inc. and BSJT

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

How long has IMA Advisory Services, Inc. reported owning BSJT?

IMA Advisory Services, Inc. reported BSJT across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported BSJT position in IMA Advisory Services, Inc.'s portfolio?

The largest reported portfolio weight for BSJT was 0.77% in 2025 Q1.

What is the latest reported BSJT position on this page?

The most recent filing on this page is 2025 Q4, when IMA Advisory Services, Inc. reported 319,430 shares, equal to 0.66% of portfolio, with an estimated market value of $6.9M.

What does the chart on this BSJT ownership page compare?

The chart compares IMA Advisory Services, Inc.'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.

How well did IMA Advisory Services, Inc. time their BSJT position?

Based on 13F filing dates vs. subsequent BSJT price moves, IMA Advisory Services, Inc. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on BSJT relative to SPY over the holding period was -6.2%.

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