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Capital Analysts LLC’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Capital Analysts LLC’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 		$624K Sell
27,191
-3,168
-10% -$73.2K 0.01% 459
2026
Q1 		$704K Buy
30,359
+72
+0.2% +$1.68K 0.02% 389
2025
Q4 		$707K Sell
30,287
-3,653
-11% -$85.4K 0.02% 369
2025
Q3 		$794K Sell
33,940
-6,457
-16% -$151K 0.02% 341
2025
Q2 		$942K Buy
40,397
+232
+0.6% +$5.38K 0.03% 289
2025
Q1 		$931K Buy
40,165
+5,193
+15% +$121K 0.03% 273
2024
Q4 		$814K Buy
34,972
+229
+0.7% +$5.36K 0.03% 264
2024
Q3 		$815K Buy
34,743
+4,242
+14% +$98.8K 0.03% 264
2024
Q2 		$704K Buy
30,501
+3,341
+12% +$77.2K 0.03% 291
2024
Q1 		$630K Buy
27,160
+3,514
+15% +$81.3K 0.03% 296
2023
Q4 		$547K Buy
23,646
+1,085
+5% +$24.7K 0.03% 302
2023
Q3 		$511K Buy
22,561
+11,555
+105% +$264K 0.03% 296
2023
Q2 		$251K Buy
11,006
+4,452
+68% +$101K 0.01% 353
2023
Q1 		$150K Buy
6,554
+4,341
+196% +$98.9K 0.01% 410
2022
Q4 		$50K Buy
+2,213
New +$49.9K ﹤0.01% 619

Other funds holding BSJQ

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Citadel Advisors
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Analysts LLC's BSJQ Position: Q2 2026 in Review

Capital Analysts LLC reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 10% in Q2 2026, selling an estimated $73.2K and leaving 27,191 shares worth $624K. The position accounts for 0.01% of the portfolio, ranked #459.

Capital Analysts LLC first reported a position in BSJQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $942K in Q2 2025. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

  • Capital Analysts LLC held 27,191 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $624K as of Q2 2026.
  • Capital Analysts LLC sold 3,168 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $73.2K.
  • Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #459 holding.
  • Capital Analysts LLC first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Capital Analysts LLC's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $942K in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.