Axim Planning & Wealth’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Axim Planning & Wealth’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	$699K	Sell	30,440 -126	-0.4%	-$2.91K	0.98%	16
2026 Q1	$708K	Buy	30,566 +669	+2%	+$15.6K	0.86%	18
2025 Q4	$698K	Buy	29,897 +3,953	+15%	+$92.4K	0.73%	20
2025 Q3	$607K	Buy	+25,944	New	+$606K	0.48%	25

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

Axim Planning & Wealth's BSJQ Position: Q2 2026 in Review

Axim Planning & Wealth reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 0.41% in Q2 2026, selling an estimated $2.91K and leaving 30,440 shares worth $699K. The position accounts for 0.98% of the portfolio, ranked #16.

Axim Planning & Wealth first reported a position in BSJQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $708K in Q1 2026. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Axim Planning & Wealth held 30,440 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $699K as of Q2 2026.
Axim Planning & Wealth sold 126 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.91K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.98% of Axim Planning & Wealth's portfolio in Q2 2026, its #16 holding.
Axim Planning & Wealth first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Axim Planning & Wealth's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $708K 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 Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.