49 Wealth Management’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

49 Wealth Management’s Portfolio BSJQ Stock Details BSJQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-166,212	Closed	-$3.88M	–	210
2025 Q4	$3.88M	Buy	166,212 +7,254	+5%	+$170K	0.32%	32
2025 Q3	$3.72M	Buy	158,958 +12,130	+8%	+$284K	0.35%	30
2025 Q2	$3.43M	Buy	146,828 +2,703	+2%	+$62.7K	0.36%	30
2025 Q1	$3.34M	Buy	144,125 +5,766	+4%	+$135K	0.4%	31
2024 Q4	$3.22M	Buy	138,359 +40,503	+41%	+$948K	0.46%	30
2024 Q3	$2.3M	Buy	97,856 +17,080	+21%	+$398K	0.37%	33
2024 Q2	$1.86M	Buy	+80,776	New	+$1.87M	0.37%	45

Other funds holding BSJQ

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

49 Wealth Management's BSJQ Position: Q1 2026 in Review

49 Wealth Management sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q1 2026, closing a stake of 166,212 shares — an estimated $3.88M sold.

49 Wealth Management first reported a position in BSJQ in Q2 2024 and held it in 7 quarters. The position peaked at $3.88M in Q4 2025. 196 funds tracked by Wall St. Rank hold BSJQ as of Q1 2026.

49 Wealth Management reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
49 Wealth Management sold 166,212 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $3.88M.
49 Wealth Management first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q2 2024 and held it in 7 quarters.
49 Wealth Management's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $3.88M in Q4 2025.
196 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.