Arete Wealth Advisors’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Arete Wealth 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	$260K	Sell	11,346 -1,667	-13%	-$38.5K	0.01%	496
2026 Q1	$302K	Hold	13,013	–	–	0.02%	305
2025 Q4	$304K	Hold	13,013	–	–	0.02%	340
2025 Q3	$305K	Hold	13,013	–	–	0.02%	594
2025 Q2	$304K	Hold	13,013	–	–	0.02%	553
2025 Q1	$302K	Sell	13,013 -1,052	-7%	-$24.6K	0.02%	523
2024 Q4	$327K	Buy	14,065 +428	+3%	+$10K	0.02%	528
2024 Q3	$320K	Buy	13,637 +1,052	+8%	+$24.5K	0.03%	500
2024 Q2	$290K	Buy	12,585 +1,243	+11%	+$28.7K	0.02%	535
2024 Q1	$263K	Buy	+11,342	New	+$262K	0.02%	357

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

CFO

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Arete Wealth Advisors's BSJQ Position: Q2 2026 in Review

Arete Wealth Advisors reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 13% in Q2 2026, selling an estimated $38.5K and leaving 11,346 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #496.

Arete Wealth Advisors first reported a position in BSJQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $327K in Q4 2024. 150 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Arete Wealth Advisors held 11,346 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $260K as of Q2 2026.
Arete Wealth Advisors sold 1,667 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $38.5K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.01% of Arete Wealth Advisors's portfolio in Q2 2026, its #496 holding.
Arete Wealth 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.
Arete Wealth Advisors's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $327K in Q4 2024.
150 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.