AA Financial Advisors’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

AA Financial Advisors’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 Q2	$1.98M	Buy	86,302 +3,124	+4%	+$72.2K	0.24%	76
2026 Q1	$1.93M	Sell	83,178 -2,219	-3%	-$51.6K	0.27%	73
2025 Q4	$1.99M	Buy	85,397 +7,404	+9%	+$173K	0.37%	54
2025 Q3	$1.83M	Buy	77,993 +7,366	+10%	+$172K	0.36%	50
2025 Q2	$1.65M	Buy	70,627 +1,843	+3%	+$42.8K	0.36%	54
2025 Q1	$1.6M	Buy	68,784 +3,283	+5%	+$76.7K	0.39%	52
2024 Q4	$1.52M	Buy	65,501 +42,661	+187%	+$999K	0.41%	54
2024 Q3	$536K	Buy	22,840 +3,042	+15%	+$70.9K	0.16%	96
2024 Q2	$457K	Buy	19,798 +9,210	+87%	+$213K	0.16%	104
2024 Q1	$245K	Buy	+10,588	New	+$245K	0.1%	139

Other funds holding BSJQ

MCP

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CFO

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AA Financial Advisors's BSJQ Position: Q2 2026 in Review

AA Financial Advisors increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 3.8% in Q2 2026, buying an estimated $72.2K and bringing the position to 86,302 shares worth $1.98M. The position accounts for 0.24% of the portfolio, ranked #76.

AA Financial Advisors first reported a position in BSJQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.99M in Q4 2025. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

AA Financial Advisors held 86,302 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $1.98M as of Q2 2026.
AA Financial Advisors bought 3,124 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $72.2K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.24% of AA Financial Advisors's portfolio in Q2 2026, its #76 holding.
AA Financial Advisors first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
AA Financial Advisors's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $1.99M in Q4 2025.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.