Avidian Wealth Enterprises’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Avidian Wealth Enterprises’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	$1.03M	Buy	44,710 +15,794	+55%	+$365K	0.03%	314
2026 Q1	$670K	Buy	+28,916	New	+$673K	0.02%	377

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

Avidian Wealth Enterprises's BSJQ Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 55% in Q2 2026, buying an estimated $365K and bringing the position to 44,710 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #314.

Avidian Wealth Enterprises first reported a position in BSJQ in Q1 2026 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Avidian Wealth Enterprises held 44,710 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $1.03M as of Q2 2026.
Avidian Wealth Enterprises bought 15,794 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $365K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #314 holding.
Avidian Wealth Enterprises first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.