Claro Advisors’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Claro Advisors’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	$241K	Sell	10,407 -1,190	-10%	-$27.7K	0.03%	428
2025 Q4	$271K	Buy	11,597 +2,493	+27%	+$58.3K	0.04%	356
2025 Q3	$213K	Buy	+9,104	New	+$213K	0.03%	378

Other funds holding BSJQ

MCP

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Claro Advisors's BSJQ Position: Q1 2026 in Review

Claro Advisors reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 10% in Q1 2026, selling an estimated $27.7K and leaving 10,407 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #428.

Claro Advisors first reported a position in BSJQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $271K in Q4 2025. 196 funds tracked by Wall St. Rank hold BSJQ as of Q1 2026.

Claro Advisors held 10,407 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $241K as of Q1 2026.
Claro Advisors sold 1,190 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $27.7K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.03% of Claro Advisors's portfolio in Q1 2026, its #428 holding.
Claro Advisors first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
Claro Advisors's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $271K in Q4 2025.
196 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.