AWE
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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
Q3 		$1.23M Buy
53,980
+9,270
+21% +$212K 0.03% 292
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 $859M AUM 41.74% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
BCI
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Avidian Wealth Enterprises's BSJQ Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 21% in Q3 2026, buying an estimated $212K and bringing the position to 53,980 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #292.

Avidian Wealth Enterprises first reported a position in BSJQ in Q1 2026 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold BSJQ as of Q3 2026.

  • Avidian Wealth Enterprises held 53,980 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $1.23M as of Q3 2026.
  • Avidian Wealth Enterprises bought 9,270 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $212K.
  • Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #292 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 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.