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

Empirical 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
Q2 		$627K Sell
27,317
-1,913
-7% -$44.2K 0.01% 584
2026
Q1 		$677K Sell
29,230
-4,012
-12% -$93.3K 0.01% 461
2025
Q4 		$776K Buy
33,242
+894
+3% +$20.9K 0.01% 383
2025
Q3 		$757K Sell
32,348
-8
-0% -$187 0.02% 371
2025
Q2 		$755K Buy
32,356
+763
+2% +$17.7K 0.02% 344
2025
Q1 		$733K Buy
31,593
+666
+2% +$15.6K 0.02% 340
2024
Q4 		$720K Buy
30,927
+1,212
+4% +$28.4K 0.02% 321
2024
Q3 		$697K Buy
29,715
+223
+0.8% +$5.19K 0.02% 323
2024
Q2 		$680K Buy
29,492
+1,586
+6% +$36.6K 0.02% 300
2024
Q1 		$647K Buy
27,906
+1,167
+4% +$27K 0.02% 305
2023
Q4 		$618K Sell
26,739
-361
-1% -$8.23K 0.02% 294
2023
Q3 		$613K Buy
27,100
+387
+1% +$8.83K 0.02% 279
2023
Q2 		$609K Sell
26,713
-113
-0.4% -$2.57K 0.02% 278
2023
Q1 		$613K Buy
26,826
+5,294
+25% +$121K 0.03% 299
2022
Q4 		$485K Buy
21,532
+406
+2% +$9.15K 0.02% 312
2022
Q3 		$462K Sell
21,126
-565
-3% -$12.9K 0.02% 314
2022
Q2 		$482K Sell
21,691
-962
-4% -$22.5K 0.03% 303
2022
Q1 		$554K Buy
22,653
+87
+0.4% +$2.16K 0.03% 312
2021
Q4 		$579K Buy
22,566
+1,236
+6% +$31.6K 0.03% 318
2021
Q3 		$548K Sell
21,330
-913
-4% -$23.5K 0.03% 284
2021
Q2 		$574K Buy
22,243
+7,046
+46% +$181K 0.03% 275
2021
Q1 		$389K Sell
15,197
-2,898
-16% -$74.1K 0.03% 290
2020
Q4 		$463K Buy
+18,095
New +$455K 0.04% 257

Other funds holding BSJQ

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CP
Cornerstone Planning Charlotte, North Carolina $432M AUM
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Empirical Wealth Management's BSJQ Position: Q2 2026 in Review

Empirical Wealth Management reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 6.5% in Q2 2026, selling an estimated $44.2K and leaving 27,317 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #584.

Empirical Wealth Management first reported a position in BSJQ in Q4 2020 and has held it in 23 quarters since. The position peaked at $776K in Q4 2025. 126 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

  • Empirical Wealth Management held 27,317 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $627K as of Q2 2026.
  • Empirical Wealth Management sold 1,913 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $44.2K.
  • Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #584 holding.
  • Empirical Wealth Management first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Empirical Wealth Management's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $776K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.