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

Insight Wealth Partners Plano, Texas $247M AUM 16.55% 1-Year Est. Return

Legacy Financial Group (Iowa)

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $573M AUM 13.51% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

SFE Investment Counsel Los Angeles, California $624M AUM 23.85% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return