Benjamin F. Edwards & Company’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$50K	Buy	2,150 +475	+28%	+$11K	﹤0.01%	1329
2024 Q1	$39K	Buy	1,675 +86	+5%	+$1.99K	﹤0.01%	1369
2023 Q4	$37K	Buy	1,589 +1,352	+570%	+$30.8K	﹤0.01%	1321
2023 Q3	$5K	Hold	237	–	–	﹤0.01%	1543
2023 Q2	$5K	Hold	237	–	–	﹤0.01%	1532
2023 Q1	$5K	Sell	237 -3,000	-93%	-$68.3K	﹤0.01%	1525
2022 Q4	$73K	Buy	3,237 +737	+29%	+$16.6K	﹤0.01%	982
2022 Q3	$55K	Hold	2,500	–	–	﹤0.01%	1028
2022 Q2	$56K	Buy	+2,500	New	+$58.5K	﹤0.01%	1006

Other funds holding BSJQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IWP

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Benjamin F. Edwards & Company's BSJQ Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 28% in Q2 2024, buying an estimated $11K and bringing the position to 2,150 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Benjamin F. Edwards & Company first reported a position in BSJQ in Q2 2022 and has held it in 9 quarters since. The position peaked at $73K in Q4 2022. 136 funds tracked by Wall St. Rank hold BSJQ as of Q2 2024.

Benjamin F. Edwards & Company held 2,150 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $50K as of Q2 2024.
Benjamin F. Edwards & Company bought 475 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2024, an estimated $11K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1329 holding.
Benjamin F. Edwards & Company first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q2 2022 and has held it in 9 quarters since.
Benjamin F. Edwards & Company's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $73K in Q4 2022.
136 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.