CBIZ Investment Advisory Services’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

CBIZ Investment Advisory Services’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	$11.7K	Buy	506 +7	+1%	+$163	﹤0.01%	152
2025 Q4	$11.6K	Buy	499 +7	+1%	+$164	﹤0.01%	354
2025 Q3	$11.5K	Buy	492 +8	+2%	+$187	﹤0.01%	322
2025 Q2	$11.3K	Buy	484 +8	+2%	+$186	﹤0.01%	332
2025 Q1	$11.1K	Buy	476 +7	+1%	+$164	﹤0.01%	303
2024 Q4	$10.9K	Buy	469 +8	+2%	+$187	﹤0.01%	271
2024 Q3	$10.8K	Buy	461 +7	+2%	+$163	﹤0.01%	259
2024 Q2	$10.5K	Buy	454 +8	+2%	+$185	﹤0.01%	249
2024 Q1	$10.3K	Buy	+446	New	+$10.3K	﹤0.01%	247

Other funds holding BSJQ

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

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

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

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

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return