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 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

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return