Ballew Advisors’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Ballew Advisors’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	$960K	Hold	42,049	–	–	0.48%	46
2026 Q2	$965K	Hold	42,049	–	–	0.5%	43
2026 Q1	$977K	Hold	42,049	–	–	0.55%	42
2025 Q4	$982K	Hold	42,049	–	–	0.55%	42
2025 Q3	$985K	Hold	42,049	–	–	0.55%	44
2025 Q2	$982K	Hold	42,049	–	–	0.58%	42
2025 Q1	$963K	Buy	42,049 +16,108	+62%	+$376K	0.65%	37
2024 Q4	$605K	Hold	25,941	–	–	0.39%	60
2024 Q3	$608K	Buy	25,941 +86	+0.3%	+$2K	0.41%	57
2024 Q2	$602K	Sell	25,855 -22,914	-47%	-$529K	0.4%	60
2024 Q1	$1.12M	Buy	48,769 +11,474	+31%	+$265K	0.78%	36
2023 Q4	$864K	Buy	37,295 +5,056	+16%	+$115K	0.65%	41
2023 Q3	$725K	Buy	32,239 +4,132	+15%	+$94.3K	0.6%	50
2023 Q2	$641K	Hold	28,107	–	–	0.46%	56
2023 Q1	$640K	Buy	+28,107	New	+$640K	0.47%	56

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

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

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

Ballew Advisors's BSJQ Position: Q3 2026 in Review

Ballew Advisors held its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) position steady in Q3 2026 at 42,049 shares worth $960K. The position accounts for 0.48% of the portfolio, ranked #46.

Ballew Advisors first reported a position in BSJQ in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.12M in Q1 2024. 19 funds tracked by Wall St. Rank hold BSJQ as of Q3 2026.

Ballew Advisors held 42,049 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $960K as of Q3 2026.
Ballew Advisors left its Invesco BulletShares 2026 High Yield Corporate Bond ETF share count unchanged in Q3 2026.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.48% of Ballew Advisors's portfolio in Q3 2026, its #46 holding.
Ballew Advisors first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q1 2023 and has held it in 15 quarters since.
Ballew Advisors's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $1.12M in Q1 2024.
19 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q3 2026.

Based on Ballew Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.