Avior Wealth Management’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Avior Wealth Management’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	–	Sell	-358,722	Closed	-$8.31M	–	804
2026 Q1	$8.31M	Buy	358,722 +7,690	+2%	+$179K	0.24%	91
2025 Q4	$8.19M	Buy	351,032 +1,055	+0.3%	+$24.7K	0.26%	76
2025 Q3	$8.19M	Buy	349,977 +6,126	+2%	+$143K	0.26%	73
2025 Q2	$8.02M	Buy	343,851 +9,164	+3%	+$213K	0.28%	71
2025 Q1	$7.76M	Buy	334,687 +9,380	+3%	+$219K	0.29%	67
2024 Q4	$7.57M	Buy	325,307 +11,392	+4%	+$267K	0.28%	70
2024 Q3	$7.36M	Buy	+313,915	New	+$7.31M	0.29%	67

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

Avior Wealth Management's BSJQ Position: Q2 2026 in Review

Avior Wealth Management sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q2 2026, closing a stake of 358,722 shares — an estimated $8.31M sold.

Avior Wealth Management first reported a position in BSJQ in Q3 2024 and held it in 7 quarters. The position peaked at $8.31M in Q1 2026. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Avior Wealth Management reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Avior Wealth Management sold 358,722 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $8.31M.
Avior Wealth Management first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q3 2024 and held it in 7 quarters.
Avior Wealth Management's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $8.31M in Q1 2026.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.