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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

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MCP
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Morgan Stanley
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LPL Financial
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Cetera Investment Advisers
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
Wells Fargo San Francisco, California $501B 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)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return