Collective Family Office’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Collective Family Office’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 Q2	$15.3M	Sell	666,309 -93,025	-12%	-$2.15M	3.13%	5
2026 Q1	$17.6M	Buy	759,334 +23,796	+3%	+$553K	3.96%	2
2025 Q4	$17.2M	Buy	735,538 +58,951	+9%	+$1.38M	3.94%	2
2025 Q3	$15.8M	Buy	676,587 +347,109	+105%	+$8.11M	3.8%	2
2025 Q2	$7.69M	Buy	329,478 +84,579	+35%	+$1.96M	1.97%	17
2025 Q1	$5.68M	Buy	244,899 +41,489	+20%	+$970K	1.53%	20
2024 Q4	$4.73M	Buy	203,410 +15,350	+8%	+$359K	1.3%	23
2024 Q3	$4.41M	Buy	188,060 +132,395	+238%	+$3.08M	1.2%	24
2024 Q2	$1.28M	Buy	+55,665	New	+$1.29M	0.38%	62

Other funds holding BSJQ

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return