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

Atria Wealth Solutions’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	$1.25M	Sell	53,655 -26,667	-33%	-$619K	0.03%	562
2025 Q1	$1.86M	Buy	80,322 +43,732	+120%	+$1.02M	0.02%	661
2024 Q4	$852K	Hold	36,590	–	–	0.01%	994
2024 Q3	$858K	Sell	36,590 -532	-1%	-$12.4K	0.01%	970
2024 Q2	$856K	Sell	37,122 -8,426	-18%	-$195K	0.01%	959
2024 Q1	$1.06M	Buy	45,548 +6,657	+17%	+$154K	0.01%	885
2023 Q4	$900K	Buy	38,891 +19,773	+103%	+$451K	0.01%	912
2023 Q3	$433K	Buy	19,118 +4,829	+34%	+$110K	0.01%	1197
2023 Q2	$326K	Buy	14,289 +3,151	+28%	+$71.6K	﹤0.01%	1384
2023 Q1	$255K	Buy	+11,138	New	+$254K	﹤0.01%	1518

Other funds holding BSJQ

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

MCP

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $888M AUM 16.86% 1-Year Est. Return

Atria Wealth Solutions's BSJQ Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 33% in Q2 2025, selling an estimated $619K and leaving 53,655 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #562.

Atria Wealth Solutions first reported a position in BSJQ in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.86M in Q1 2025. 179 funds tracked by Wall St. Rank hold BSJQ as of Q2 2025.

Atria Wealth Solutions held 53,655 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $1.25M as of Q2 2025.
Atria Wealth Solutions sold 26,667 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2025, an estimated $619K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #562 holding.
Atria Wealth Solutions first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q1 2023 and has held it in 10 quarters since.
Atria Wealth Solutions's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $1.86M in Q1 2025.
179 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.