CAL
BSJQ icon

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
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
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