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 Q3	$210K	Sell	9,216 -657,093	-99%	-$15.1M	0.04%	160
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 $859M AUM 41.74% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

SEEDPG

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

BCI

Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Collective Family Office's BSJQ Position: Q3 2026 in Review

Collective Family Office reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 99% in Q3 2026, selling an estimated $15.1M and leaving 9,216 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #160.

Collective Family Office first reported a position in BSJQ in Q2 2024 and has held it in 10 quarters since. The position peaked at $17.6M in Q1 2026. 22 funds tracked by Wall St. Rank hold BSJQ as of Q3 2026.

Collective Family Office held 9,216 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $210K as of Q3 2026.
Collective Family Office sold 657,093 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $15.1M.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.04% of Collective Family Office's portfolio in Q3 2026, its #160 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 10 quarters since.
Collective Family Office's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $17.6M in Q1 2026.
22 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q3 2026.

Based on Collective Family Office's 13F filing for Q3 2026, filed 5 Oct 2026.