Atria Investments’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Atria Investments’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 Q1	–	Sell	-497,895	Closed	-$11.6M	–	2048
2025 Q4	$11.6M	Buy	497,895 +70,969	+17%	+$1.66M	0.13%	161
2025 Q3	$9.99M	Buy	426,926 +54,056	+14%	+$1.26M	0.11%	190
2025 Q2	$8.7M	Buy	+372,870	New	+$8.65M	0.1%	224
2024 Q3	–	Sell	-103,774	Closed	-$2.39M	–	1914
2024 Q2	$2.39M	Buy	+103,774	New	+$2.4M	0.03%	586

Other funds holding BSJQ

MCP

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

DIM

Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

JIP

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

CFO

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

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

Atria Investments's BSJQ Position: Q1 2026 in Review

Atria Investments sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q1 2026, closing a stake of 497,895 shares — an estimated $11.6M sold.

Atria Investments first reported a position in BSJQ in Q2 2024 and held it in 4 quarters. The position peaked at $11.6M in Q4 2025. 197 funds tracked by Wall St. Rank hold BSJQ as of Q1 2026.

Atria Investments reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Atria Investments sold 497,895 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $11.6M.
Atria Investments first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q2 2024 and held it in 4 quarters.
Atria Investments's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $11.6M in Q4 2025.
197 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.