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Delta Wealth Advisors’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Delta Wealth Advisors’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
2024
Q3 		– Sell
-15,181
Closed -$350K – 42
2024
Q2 		$350K Sell
15,181
-37,861
-71% -$874K 0.34% 32
2024
Q1 		$1.23M Buy
+53,042
New +$1.23M 1.27% 20

Other funds holding BSJQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Delta Wealth Advisors's BSJQ Position: Q3 2024 in Review

Delta Wealth Advisors sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q3 2024, closing a stake of 15,181 shares — an estimated $350K sold.

Delta Wealth Advisors first reported a position in BSJQ in Q1 2024 and held it in 2 quarters. The position peaked at $1.23M in Q1 2024. 150 funds tracked by Wall St. Rank hold BSJQ as of Q3 2024.

  • Delta Wealth Advisors reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Delta Wealth Advisors sold 15,181 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q3 2024, an estimated $350K.
  • Delta Wealth Advisors first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q1 2024 and held it in 2 quarters.
  • Delta Wealth Advisors's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $1.23M in Q1 2024.
  • 150 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q3 2024.

Based on Delta Wealth Advisors's 13F filing for Q3 2024, filed 10 Oct 2025.