BXM Wealth’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

BXM Wealth’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 Q2	$619K	Sell	26,985 -6,896	-20%	-$159K	0.34%	71
2026 Q1	$785K	Buy	33,881 +2,195	+7%	+$51.1K	0.6%	43
2025 Q4	$740K	Buy	31,686 +15,109	+91%	+$353K	0.57%	46
2025 Q3	$388K	Sell	16,577 -3,807	-19%	-$89K	0.37%	79
2025 Q2	$476K	Buy	20,384 +4,625	+29%	+$107K	0.57%	56
2025 Q1	$365K	Buy	15,759 +5,018	+47%	+$117K	0.44%	66
2024 Q4	$250K	Buy	+10,741	New	+$251K	0.35%	80

Other funds holding BSJQ

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

BXM Wealth's BSJQ Position: Q2 2026 in Review

BXM Wealth reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 20% in Q2 2026, selling an estimated $159K and leaving 26,985 shares worth $619K. The position accounts for 0.34% of the portfolio, ranked #71.

BXM Wealth first reported a position in BSJQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $785K in Q1 2026. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

BXM Wealth held 26,985 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $619K as of Q2 2026.
BXM Wealth sold 6,896 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $159K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.34% of BXM Wealth's portfolio in Q2 2026, its #71 holding.
BXM Wealth first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
BXM Wealth's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $785K in Q1 2026.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.