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

Beaumont Financial 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
2023 Q1	–	Sell	-13,739	Closed	-$309K	–	321
2022 Q4	$309K	Buy	13,739 +40	+0.3%	+$901	0.03%	249
2022 Q3	$300K	Sell	13,699 -159	-1%	-$3.63K	0.03%	239
2022 Q2	$308K	Sell	13,858 -1,230	-8%	-$28.8K	0.03%	236
2022 Q1	$369K	Sell	15,088 -289	-2%	-$7.18K	0.03%	246
2021 Q4	$394K	Sell	15,377 -529	-3%	-$13.5K	0.03%	241
2021 Q3	$408K	Sell	15,906 -583	-4%	-$15K	0.03%	232
2021 Q2	$426K	Sell	16,489 -718	-4%	-$18.5K	0.03%	235
2021 Q1	$440K	Sell	17,207 -420	-2%	-$10.7K	0.04%	214
2020 Q4	$451K	Buy	+17,627	New	+$443K	0.04%	208

Other funds holding BSJQ

IWP

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 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

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beaumont Financial Advisors's BSJQ Position: Q1 2023 in Review

Beaumont Financial Advisors sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q1 2023, closing a stake of 13,739 shares — an estimated $309K sold.

Beaumont Financial Advisors first reported a position in BSJQ in Q4 2020 and held it in 9 quarters. The position peaked at $451K in Q4 2020. 83 funds tracked by Wall St. Rank hold BSJQ as of Q1 2023.

Beaumont Financial Advisors reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Beaumont Financial Advisors sold 13,739 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2023, an estimated $309K.
Beaumont Financial Advisors first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2020 and held it in 9 quarters.
Beaumont Financial Advisors's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $451K in Q4 2020.
83 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2023.

Based on Beaumont Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.