Cornerstone Planning Group’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Cornerstone Planning Group’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	–	Sell	-91	Closed	-$2.1K	–	1879
2026 Q1	$2.1K	Buy	91 +1	+1%	+$23	﹤0.01%	1289
2025 Q4	$2.08K	Buy	90 +2	+2%	+$47	﹤0.01%	1190
2025 Q3	$2.06K	Buy	88 +1	+1%	+$23	﹤0.01%	1155
2025 Q2	$2.03K	Buy	+87	New	+$2.02K	﹤0.01%	944

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 40.89% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 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

Cornerstone Planning Group's BSJQ Position: Q2 2026 in Review

Cornerstone Planning Group sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q2 2026, closing a stake of 91 shares — an estimated $2.1K sold.

Cornerstone Planning Group first reported a position in BSJQ in Q2 2025 and held it in 4 quarters. The position peaked at $2.1K in Q1 2026. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Cornerstone Planning Group reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Cornerstone Planning Group sold 91 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.1K.
Cornerstone Planning Group first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q2 2025 and held it in 4 quarters.
Cornerstone Planning Group's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $2.1K 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 Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.