Carson Wealth (CWM LLC)
BSJQ icon

Carson Wealth (CWM LLC)’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Carson Wealth (CWM 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 		$6.18M Sell
266,522
-31,749
-11% -$738K 0.02% 726
2025
Q4 		$6.96M Sell
298,271
-125,387
-30% -$2.93M 0.02% 653
2025
Q3 		$9.92M Sell
423,658
-16,063
-4% -$375K 0.03% 471
2025
Q2 		$10.3M Sell
439,721
-53,494
-11% -$1.24M 0.04% 387
2025
Q1 		$11.4M Sell
493,215
-15,548
-3% -$363K 0.05% 322
2024
Q4 		$11.8M Sell
508,763
-12,093
-2% -$283K 0.05% 292
2024
Q3 		$12.2M Buy
520,856
+92,554
+22% +$2.16M 0.05% 281
2024
Q2 		$9.88M Buy
428,302
+58,218
+16% +$1.34M 0.05% 296
2024
Q1 		$8.58M Buy
370,084
+22,033
+6% +$509K 0.04% 319
2023
Q4 		$8.05M Buy
348,051
+72,218
+26% +$1.65M 0.04% 306
2023
Q3 		$6.24M Buy
275,833
+12,632
+5% +$288K 0.04% 324
2023
Q2 		$6M Buy
263,201
+8,351
+3% +$190K 0.04% 317
2023
Q1 		$5.83M Buy
254,850
+245,941
+2,761% +$5.6M 0.04% 291
2022
Q4 		$201K Buy
8,909
+7,471
+520% +$168K ﹤0.01% 1101
2022
Q3 		$31K Hold
1,438
– – ﹤0.01% 1928
2022
Q2 		$32K Buy
+1,438
New +$33.6K ﹤0.01% 1846

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 $445B AUM 25.58% 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

Carson Wealth (CWM LLC)'s BSJQ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 11% in Q1 2026, selling an estimated $738K and leaving 266,522 shares worth $6.18M. The position accounts for 0.02% of the portfolio, ranked #726.

Carson Wealth (CWM LLC) first reported a position in BSJQ in Q2 2022 and has held it in 16 quarters since. The position peaked at $12.2M in Q3 2024. 196 funds tracked by Wall St. Rank hold BSJQ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 266,522 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $6.18M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 31,749 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $738K.
  • Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #726 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $12.2M in Q3 2024.
  • 196 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.