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

MCP

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Collective Family Office's BSJQ Position: Q2 2026 in Review

Collective Family Office reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 12% in Q2 2026, selling an estimated $2.15M and leaving 666,309 shares worth $15.3M. The position accounts for 3.13% of the portfolio, ranked #5.

Collective Family Office first reported a position in BSJQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.6M in Q1 2026. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Collective Family Office held 666,309 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $15.3M as of Q2 2026.
Collective Family Office sold 93,025 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.15M.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 3.13% of Collective Family Office's portfolio in Q2 2026, its #5 holding.
Collective Family Office first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Collective Family Office's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $17.6M in Q1 2026.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.