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

Diversify 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
2026 Q1	–	Sell	-23,377	Closed	-$546K	–	1177
2025 Q4	$546K	Sell	23,377 -666	-3%	-$15.6K	0.03%	421
2025 Q3	$562K	Buy	24,043 +225	+0.9%	+$5.26K	0.03%	356
2025 Q2	$557K	Buy	+23,818	New	+$553K	0.03%	355

Other funds holding BSJQ

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Diversify Wealth Management's BSJQ Position: Q1 2026 in Review

Diversify Wealth Management sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q1 2026, closing a stake of 23,377 shares — an estimated $546K sold.

Diversify Wealth Management first reported a position in BSJQ in Q2 2025 and held it in 3 quarters. The position peaked at $562K in Q3 2025. 196 funds tracked by Wall St. Rank hold BSJQ as of Q1 2026.

Diversify Wealth Management reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Diversify Wealth Management sold 23,377 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $546K.
Diversify Wealth Management first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q2 2025 and held it in 3 quarters.
Diversify Wealth Management's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $562K in Q3 2025.
196 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.