Brown Advisory
BSJQ icon

Brown Advisory’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Brown Advisory’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
Q1 		$1.05M Hold
45,180
– – ﹤0.01% 837
2025
Q4 		$1.05M Hold
45,180
– – ﹤0.01% 832
2025
Q3 		$1.06M Hold
45,180
– – ﹤0.01% 817
2025
Q2 		$1.05M Buy
45,180
+1,944
+4% +$45.1K ﹤0.01% 800
2025
Q1 		$1M Buy
43,236
+1,080
+3% +$25.2K ﹤0.01% 785
2024
Q4 		$981K Hold
42,156
– – ﹤0.01% 807
2024
Q3 		$989K Hold
42,156
– – ﹤0.01% 787
2024
Q2 		$972K Hold
42,156
– – ﹤0.01% 776
2024
Q1 		$977K Hold
42,156
– – ﹤0.01% 782
2023
Q4 		$975K Buy
42,156
+12,260
+41% +$279K ﹤0.01% 776
2023
Q3 		$677K Hold
29,896
– – ﹤0.01% 833
2023
Q2 		$682K Buy
+29,896
New +$679K ﹤0.01% 829

Other funds holding BSJQ

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return