Beacon Capital Management LLC (Tennessee)’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q1	–	Sell	-111	Closed	-$2.57K	–	1144
2024 Q4	$2.57K	Buy	111 +2	+2%	+$47	﹤0.01%	846
2024 Q3	$2.55K	Buy	109 +2	+2%	+$47	﹤0.01%	942
2024 Q2	$2.47K	Buy	107 +2	+2%	+$46	﹤0.01%	829
2024 Q1	$2.44K	Buy	105 +3	+3%	+$69	﹤0.01%	840
2023 Q4	$2.3K	Buy	102 +2	+2%	+$46	﹤0.01%	782
2023 Q3	$2.28K	Hold	100	–	–	﹤0.01%	823
2023 Q2	$2.28K	Buy	+100	New	+$2.27K	﹤0.01%	823

Other funds holding BSJQ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s BSJQ Position: Q1 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q1 2025, closing a stake of 111 shares — an estimated $2.57K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in BSJQ in Q2 2023 and held it in 7 quarters. The position peaked at $2.57K in Q4 2024. 171 funds tracked by Wall St. Rank hold BSJQ as of Q1 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 111 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2025, an estimated $2.57K.
Beacon Capital Management LLC (Tennessee) first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q2 2023 and held it in 7 quarters.
Beacon Capital Management LLC (Tennessee)'s Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $2.57K in Q4 2024.
171 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2025, filed 21 Apr 2025.