CX Institutional
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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
Q3 		$30K Buy
1,320
+15
+1% +$344 ﹤0.01% 1128
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

Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
AIS
Altium Investment Strategies Wesley Chapel, Florida $87.4M AUM
Horizons Wealth Management
Horizons Wealth Management Asheville, North Carolina $160M AUM
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
S.E.E.D. Planning Group
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

CX Institutional's BSJQ Position: Q3 2026 in Review

CX Institutional increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 1.1% in Q3 2026, buying an estimated $344 and bringing the position to 1,320 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

CX Institutional first reported a position in BSJQ in Q3 2025 and has held it in 5 quarters since. The position peaked at $47K in Q1 2026. 44 funds tracked by Wall St. Rank hold BSJQ as of Q3 2026.

  • CX Institutional held 1,320 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $30K as of Q3 2026.
  • CX Institutional bought 15 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $344.
  • Invesco BulletShares 2026 High Yield Corporate Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1128 holding.
  • CX Institutional first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • CX Institutional's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $47K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.