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

Denver Wealth Management’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
2023
Q2 		– Sell
-100,188
Closed -$2.29M – 73
2023
Q1 		$2.29M Buy
100,188
+21,582
+27% +$492K 1.59% 19
2022
Q4 		$1.77M Buy
+78,606
New +$1.77M 1.32% 20

Other funds holding BSJQ

IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Denver Wealth Management's BSJQ Position: Q2 2023 in Review

Denver Wealth Management sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q2 2023, closing a stake of 100,188 shares — an estimated $2.29M sold.

Denver Wealth Management first reported a position in BSJQ in Q4 2022 and held it in 2 quarters. The position peaked at $2.29M in Q1 2023. 90 funds tracked by Wall St. Rank hold BSJQ as of Q2 2023.

  • Denver Wealth Management reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Denver Wealth Management sold 100,188 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $2.29M.
  • Denver Wealth Management first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Denver Wealth Management's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $2.29M in Q1 2023.
  • 90 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2023.

Based on Denver Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.