CX Institutional’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

CX Institutional’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	$30K	Sell	1,305 -737	-36%	-$17K	﹤0.01%	1071
2026 Q1	$47K	Buy	2,042 +28	+1%	+$651	﹤0.01%	983
2025 Q4	$47K	Buy	2,014 +37	+2%	+$865	﹤0.01%	977
2025 Q3	$46K	Buy	+1,977	New	+$46.2K	﹤0.01%	956

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

CX Institutional's BSJQ Position: Q2 2026 in Review

CX Institutional reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 36% in Q2 2026, selling an estimated $17K and leaving 1,305 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

CX Institutional first reported a position in BSJQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $47K in Q1 2026. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

CX Institutional held 1,305 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $30K as of Q2 2026.
CX Institutional sold 737 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $17K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1071 holding.
CX Institutional first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
CX Institutional's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $47K 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 CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.