Foundations Investment Advisors’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Foundations Investment Advisors’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	$4.51M	Buy	196,417 +5,926	+3%	+$137K	0.05%	264
2026 Q1	$4.41M	Buy	190,491 +9,688	+5%	+$225K	0.05%	244
2025 Q4	$4.22M	Buy	180,803 +5,449	+3%	+$127K	0.06%	244
2025 Q3	$4.1M	Buy	175,354 +35,659	+26%	+$834K	0.06%	235
2025 Q2	$3.26M	Buy	139,695 +9,563	+7%	+$222K	0.05%	249
2025 Q1	$3.02M	Buy	130,132 +89,142	+217%	+$2.08M	0.06%	247
2024 Q4	$954K	Buy	40,990 +30,651	+296%	+$718K	0.02%	409
2024 Q3	$243K	Buy	+10,339	New	+$241K	0.01%	704

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CFO

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Foundations Investment Advisors's BSJQ Position: Q2 2026 in Review

Foundations Investment Advisors increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 3.1% in Q2 2026, buying an estimated $137K and bringing the position to 196,417 shares worth $4.51M. The position accounts for 0.05% of the portfolio, ranked #264.

Foundations Investment Advisors first reported a position in BSJQ in Q3 2024 and has held it in 8 quarters since. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Foundations Investment Advisors held 196,417 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $4.51M as of Q2 2026.
Foundations Investment Advisors bought 5,926 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $137K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.05% of Foundations Investment Advisors's portfolio in Q2 2026, its #264 holding.
Foundations Investment Advisors first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.