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

Creative Planning’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 Q1	–	Sell	-9,836	Closed	-$230K	–	4109
2025 Q4	$230K	Buy	+9,836	New	+$230K	﹤0.01%	3449

Other funds holding BSJQ

MCP

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's BSJQ Position: Q1 2026 in Review

Creative Planning sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q1 2026, closing a stake of 9,836 shares — an estimated $230K sold.

Creative Planning first reported a position in BSJQ in Q4 2025 and held it in 1 quarter. The position peaked at $230K in Q4 2025. 196 funds tracked by Wall St. Rank hold BSJQ as of Q1 2026.

Creative Planning reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Creative Planning sold 9,836 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $230K.
Creative Planning first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
Creative Planning's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $230K in Q4 2025.
196 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.