Atwood & Palmer’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Atwood & Palmer’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 Q3	–	Sell	-1,000	Closed	-$23.3K	–	495
2025 Q2	$23.3K	Hold	1,000	–	–	﹤0.01%	308
2025 Q1	$23.2K	Hold	1,000	–	–	﹤0.01%	280
2024 Q4	$23.3K	Hold	1,000	–	–	﹤0.01%	276
2024 Q3	$23.5K	Hold	1,000	–	–	﹤0.01%	277
2024 Q2	$23.1K	Sell	1,000 -3,200	-76%	-$73.9K	﹤0.01%	285
2024 Q1	$97.4K	Hold	4,200	–	–	0.01%	186
2023 Q4	$97.1K	Hold	4,200	–	–	0.01%	189
2023 Q3	$95K	Sell	4,200 -6,825	-62%	-$156K	0.01%	174
2023 Q2	$251K	Sell	11,025 -750	-6%	-$17K	0.02%	133
2023 Q1	$269K	Hold	11,775	–	–	0.03%	122
2022 Q4	$265K	Sell	11,775 -4,500	-28%	-$101K	0.02%	133
2022 Q3	$356K	Sell	16,275 -13,875	-46%	-$316K	0.04%	119
2022 Q2	$670K	Buy	30,150 +825	+3%	+$19.3K	0.07%	95
2022 Q1	$717K	Buy	29,325 +7,800	+36%	+$194K	0.06%	95
2021 Q4	$552K	Buy	+21,525	New	+$550K	0.05%	109

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Atwood & Palmer's BSJQ Position: Q3 2025 in Review

Atwood & Palmer sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q3 2025, closing a stake of 1,000 shares — an estimated $23.3K sold.

Atwood & Palmer first reported a position in BSJQ in Q4 2021 and held it in 15 quarters. The position peaked at $717K in Q1 2022. 182 funds tracked by Wall St. Rank hold BSJQ as of Q3 2025.

Atwood & Palmer reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Atwood & Palmer sold 1,000 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q3 2025, an estimated $23.3K.
Atwood & Palmer first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2021 and held it in 15 quarters.
Atwood & Palmer's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $717K in Q1 2022.
182 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q3 2025.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.