Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Envestnet Portfolio Solutions’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
2024
Q1 		– Sell
-12,986
Closed -$300K – 1603
2023
Q4 		$300K Buy
+12,986
New +$296K ﹤0.01% 1287

Other funds holding BSJQ

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Envestnet Portfolio Solutions's BSJQ Position: Q1 2024 in Review

Envestnet Portfolio Solutions sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q1 2024, closing a stake of 12,986 shares — an estimated $300K sold.

Envestnet Portfolio Solutions first reported a position in BSJQ in Q4 2023 and held it in 1 quarter. The position peaked at $300K in Q4 2023. 116 funds tracked by Wall St. Rank hold BSJQ as of Q1 2024.

  • Envestnet Portfolio Solutions reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 12,986 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2024, an estimated $300K.
  • Envestnet Portfolio Solutions first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $300K in Q4 2023.
  • 116 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2024, filed 6 May 2024.