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 Q3	–	Sell	-9,097	Closed	-$209K	–	526
2026 Q2	$209K	Sell	9,097 -1,310	-13%	-$30.3K	0.02%	511
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return

Claro Advisors's BSJQ Position: Q3 2026 in Review

Claro Advisors sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q3 2026, closing a stake of 9,097 shares — an estimated $209K sold.

Claro Advisors first reported a position in BSJQ in Q3 2025 and held it in 4 quarters. The position peaked at $271K in Q4 2025. 150 funds tracked by Wall St. Rank hold BSJQ as of Q3 2026.

Claro Advisors reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Claro Advisors sold 9,097 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $209K.
Claro Advisors first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q3 2025 and held it in 4 quarters.
Claro Advisors's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $271K in Q4 2025.
150 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.