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Financial Gravity Asset Management’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-25
Closed -$573 – 1587
2024
Q1 		$573 Buy
+25
New +$578 ﹤0.01% 1345
2023
Q3 		– Sell
-23
Closed -$546 – 1309
2023
Q2 		$546 Buy
+23
New +$522 ﹤0.01% 986
2023
Q1 		– Sell
-23
Closed -$570 – 1198
2022
Q4 		$570 Buy
+23
New +$518 ﹤0.01% 787
2022
Q1 		– Sell
-130
Closed -$1.33K – 914
2021
Q4 		$1.33K Buy
+130
New +$3.33K 0.03% 362

Other funds holding BSJQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $247M AUM 16.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return