AIFG Consultants’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

AIFG Consultants’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
2025 Q2	–	Sell	-74,495	Closed	-$1.73M	–	52
2025 Q1	$1.73M	Sell	74,495 -6,697	-8%	-$157K	2.85%	13
2024 Q4	$1.89M	Sell	81,192 -208,698	-72%	-$4.89M	3.08%	11
2024 Q3	$6.8M	Buy	289,890 +19,696	+7%	+$459K	5.16%	10
2024 Q2	$6.23M	Sell	270,194 -16,997	-6%	-$392K	4.63%	10
2024 Q1	$6.66M	Sell	287,191 -153	-0.1%	-$3.54K	4.8%	10
2023 Q4	$6.65M	Buy	+287,344	New	+$6.55M	5.06%	9

Other funds holding BSJQ

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

MCP

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

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

JIP

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

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

AIFG Consultants's BSJQ Position: Q2 2025 in Review

AIFG Consultants sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q2 2025, closing a stake of 74,495 shares — an estimated $1.73M sold.

AIFG Consultants first reported a position in BSJQ in Q4 2023 and held it in 6 quarters. The position peaked at $6.8M in Q3 2024. 179 funds tracked by Wall St. Rank hold BSJQ as of Q2 2025.

AIFG Consultants reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
AIFG Consultants sold 74,495 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2025, an estimated $1.73M.
AIFG Consultants first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
AIFG Consultants's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $6.8M in Q3 2024.
179 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2025.

Based on AIFG Consultants's 13F filing for Q2 2025, filed 21 Jul 2025.