Diversify Advisory Services’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Diversify Advisory Services’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 Q4	–	Sell	-8,719	Closed	-$204K	–	920
2025 Q3	$204K	Sell	8,719 -236	-3%	-$5.52K	0.01%	845
2025 Q2	$210K	Sell	8,955 -885	-9%	-$20.5K	0.01%	782
2025 Q1	$228K	Sell	9,840 -5,084	-34%	-$119K	0.01%	579
2024 Q4	$348K	Sell	14,924 -1,270	-8%	-$29.7K	0.02%	446
2024 Q3	$378K	Sell	16,194 -79	-0.5%	-$1.84K	0.02%	441
2024 Q2	$377K	Buy	+16,273	New	+$376K	0.02%	438

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Diversify Advisory Services's BSJQ Position: Q4 2025 in Review

Diversify Advisory Services sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q4 2025, closing a stake of 8,719 shares — an estimated $204K sold.

Diversify Advisory Services first reported a position in BSJQ in Q2 2024 and held it in 6 quarters. The position peaked at $378K in Q3 2024. 197 funds tracked by Wall St. Rank hold BSJQ as of Q4 2025.

Diversify Advisory Services reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Diversify Advisory Services sold 8,719 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q4 2025, an estimated $204K.
Diversify Advisory Services first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q2 2024 and held it in 6 quarters.
Diversify Advisory Services's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $378K in Q3 2024.
197 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q4 2025.

Based on Diversify Advisory Services's 13F filing for Q4 2025, filed 23 Jan 2026.