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Denver PWM’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Denver PWM’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
2025
Q1 		– Sell
-3,878
Closed -$90.3K – 89
2024
Q4 		$90.3K Buy
3,878
+62
+2% +$1.45K 0.03% 76
2024
Q3 		$89.5K Buy
3,816
+711
+23% +$16.6K 0.03% 82
2024
Q2 		$71.6K Buy
+3,105
New +$71.7K 0.03% 110

Other funds holding BSJQ

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Denver PWM's BSJQ Position: Q1 2025 in Review

Denver PWM sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q1 2025, closing a stake of 3,878 shares — an estimated $90.3K sold.

Denver PWM first reported a position in BSJQ in Q2 2024 and held it in 3 quarters. The position peaked at $90.3K in Q4 2024. 171 funds tracked by Wall St. Rank hold BSJQ as of Q1 2025.

  • Denver PWM reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Denver PWM sold 3,878 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2025, an estimated $90.3K.
  • Denver PWM first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q2 2024 and held it in 3 quarters.
  • Denver PWM's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $90.3K in Q4 2024.
  • 171 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.