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

Glass Jacobson 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	$3.31M	Buy	144,099 +947	+0.7%	+$21.9K	1.03%	26
2026 Q1	$3.32M	Buy	143,152 +6,197	+5%	+$144K	1.14%	18
2025 Q4	$3.2M	Buy	136,955 +15,400	+13%	+$360K	1.15%	19
2025 Q3	$2.84M	Buy	121,555 +15,326	+14%	+$358K	1.03%	29
2025 Q2	$2.48M	Buy	106,229 +30,889	+41%	+$717K	0.95%	34
2025 Q1	$1.75M	Hold	75,340	–	–	0.58%	57
2024 Q4	$1.75M	Buy	75,340 +38,048	+102%	+$891K	0.58%	57
2024 Q3	$875K	Buy	37,292 +18,712	+101%	+$436K	0.29%	98
2024 Q2	$429K	Buy	18,580 +11,390	+158%	+$263K	0.16%	146
2024 Q1	$167K	Buy	+7,190	New	+$166K	0.06%	229
2022 Q4	$72.5K	Buy	+3,220	New	+$72.6K	0.04%	299

Other funds holding BSJQ

MCP

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

CFO

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

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $432M AUM

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Glass Jacobson Investment Advisors's BSJQ Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 0.66% in Q2 2026, buying an estimated $21.9K and bringing the position to 144,099 shares worth $3.31M. The position accounts for 1.03% of the portfolio, ranked #26.

Glass Jacobson Investment Advisors first reported a position in BSJQ in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.32M in Q1 2026. 102 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Glass Jacobson Investment Advisors held 144,099 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $3.31M as of Q2 2026.
Glass Jacobson Investment Advisors bought 947 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $21.9K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 1.03% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #26 holding.
Glass Jacobson Investment Advisors first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2022 and has held it in 11 quarters since.
Glass Jacobson Investment Advisors's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $3.32M in Q1 2026.
102 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.