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

Accurate 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 Q2	$2.67M	Sell	116,206 -21,213	-15%	-$490K	0.25%	91
2026 Q1	$3.19M	Sell	137,419 -95	-0.1%	-$2.21K	0.38%	50
2025 Q4	$3.21M	Buy	137,514 +25,109	+22%	+$587K	0.41%	52
2025 Q3	$2.63M	Buy	+112,405	New	+$2.63M	0.35%	67

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 40.89% 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

Accurate Wealth Management's BSJQ Position: Q2 2026 in Review

Accurate Wealth Management reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 15% in Q2 2026, selling an estimated $490K and leaving 116,206 shares worth $2.67M. The position accounts for 0.25% of the portfolio, ranked #91.

Accurate Wealth Management first reported a position in BSJQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.21M in Q4 2025. 188 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Accurate Wealth Management held 116,206 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $2.67M as of Q2 2026.
Accurate Wealth Management sold 21,213 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $490K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.25% of Accurate Wealth Management's portfolio in Q2 2026, its #91 holding.
Accurate Wealth Management first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Accurate Wealth Management's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $3.21M in Q4 2025.
188 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.