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
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 $817M AUM 42.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

CFO

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

Global Retirement Partners's BSJQ Position: Q4 2025 in Review

Global Retirement Partners increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 70% in Q4 2025, buying an estimated $46K and bringing the position to 4,762 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1845.

Global Retirement Partners first reported a position in BSJQ in Q1 2023 and has held it in 11 quarters since. The position peaked at $4.32M in Q2 2024. 197 funds tracked by Wall St. Rank hold BSJQ as of Q4 2025.

Global Retirement Partners held 4,762 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $111K as of Q4 2025.
Global Retirement Partners bought 1,966 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q4 2025, an estimated $46K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1845 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 11 quarters since.
Global Retirement Partners's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $4.32M in Q2 2024.
197 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.