Carmel Capital Partners’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Carmel Capital Partners’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
2023 Q2	–	Sell	-47,210	Closed	-$1.08M	–	433
2023 Q1	$1.08M	Buy	47,210 +12,307	+35%	+$280K	0.64%	32
2022 Q4	$786K	Buy	34,903 +20,454	+142%	+$461K	0.54%	42
2022 Q3	$316K	Buy	+14,449	New	+$330K	0.31%	78

Other funds holding BSJQ

IWP

Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carmel Capital Partners's BSJQ Position: Q2 2023 in Review

Carmel Capital Partners sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q2 2023, closing a stake of 47,210 shares — an estimated $1.08M sold.

Carmel Capital Partners first reported a position in BSJQ in Q3 2022 and held it in 3 quarters. The position peaked at $1.08M in Q1 2023. 91 funds tracked by Wall St. Rank hold BSJQ as of Q2 2023.

Carmel Capital Partners reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Carmel Capital Partners sold 47,210 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $1.08M.
Carmel Capital Partners first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
Carmel Capital Partners's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $1.08M in Q1 2023.
91 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2023.

Based on Carmel Capital Partners's 13F filing for Q2 2023, filed 27 Jul 2023.