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

Ark 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	$4.1M	Sell	178,694 -47,678	-21%	-$1.1M	3.64%	3
2026 Q1	$5.25M	Sell	226,372 -50,667	-18%	-$1.18M	5.2%	2
2025 Q4	$6.47M	Buy	+277,039	New	+$6.48M	6.96%	2

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

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

Ark Wealth Advisors reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 21% in Q2 2026, selling an estimated $1.1M and leaving 178,694 shares worth $4.1M. The position accounts for 3.64% of the portfolio, ranked #3.

Ark Wealth Advisors first reported a position in BSJQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.47M in Q4 2025. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Ark Wealth Advisors held 178,694 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $4.1M as of Q2 2026.
Ark Wealth Advisors sold 47,678 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.1M.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 3.64% of Ark Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Ark Wealth Advisors first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Ark Wealth Advisors's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $6.47M 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 Ark Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.