Global Retirement Partners’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Global Retirement Partners’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	$22.1K	Buy	+964	New	+$22.3K	﹤0.01%	2999
2025 Q4	$111K	Buy	4,762 +1,966	+70%	+$46K	﹤0.01%	1845
2025 Q3	$65.4K	Hold	2,796	–	–	﹤0.01%	1745
2025 Q2	$65.2K	Buy	+2,796	New	+$64.9K	﹤0.01%	1631
2024 Q4	$65.1K	Sell	2,796 -389	-12%	-$9.11K	﹤0.01%	1495
2024 Q3	$74.7K	Sell	3,185 -184,150	-98%	-$4.29M	﹤0.01%	1369
2024 Q2	$4.32M	Buy	187,335 +30,189	+19%	+$697K	0.14%	153
2024 Q1	$3.64M	Buy	157,146 +35,873	+30%	+$830K	0.14%	161
2023 Q4	$2.81M	Buy	121,273 +115,841	+2,133%	+$2.64M	0.12%	174
2023 Q3	$122K	Sell	5,432 -3,628	-40%	-$82.8K	0.01%	855
2023 Q2	$207K	Sell	9,060 -536	-6%	-$12.2K	0.01%	689
2023 Q1	$218K	Buy	+9,596	New	+$219K	0.01%	636

Other funds holding BSJQ

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 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 40.89% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 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

Global Retirement Partners's BSJQ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q2 2026: 964 shares worth $22.1K. The stake represents ﹤0.01% of the portfolio and ranks #2999 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BSJQ as recently as Q4 2025.

Global Retirement Partners first reported a position in BSJQ in Q1 2023 and has held it in 12 quarters since. The position peaked at $4.32M in Q2 2024. 188 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Global Retirement Partners held 964 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $22.1K as of Q2 2026.
Invesco BulletShares 2026 High Yield Corporate Bond ETF was a new Global Retirement Partners position in Q2 2026.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2999 holding.
Global Retirement Partners first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q1 2023 and has held it in 12 quarters since.
Global Retirement Partners's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $4.32M in Q2 2024.
188 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.