Goldstone Financial Group’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Goldstone Financial Group’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 Q1	–	Sell	-10,048	Closed	-$232K	–	168
2023 Q4	$232K	Sell	10,048 -252	-2%	-$5.74K	0.06%	145
2023 Q3	$233K	Buy	10,300 +138	+1%	+$3.15K	0.07%	136
2023 Q2	$232K	Sell	10,162 -6,993	-41%	-$159K	0.07%	153
2023 Q1	$392K	Buy	+17,155	New	+$391K	0.13%	96

Other funds holding BSJQ

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

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

IWP

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Goldstone Financial Group's BSJQ Position: Q1 2024 in Review

Goldstone Financial Group sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q1 2024, closing a stake of 10,048 shares — an estimated $232K sold.

Goldstone Financial Group first reported a position in BSJQ in Q1 2023 and held it in 4 quarters. The position peaked at $392K in Q1 2023. 116 funds tracked by Wall St. Rank hold BSJQ as of Q1 2024.

Goldstone Financial Group reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Goldstone Financial Group sold 10,048 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2024, an estimated $232K.
Goldstone Financial Group first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q1 2023 and held it in 4 quarters.
Goldstone Financial Group's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $392K in Q1 2023.
116 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2024.

Based on Goldstone Financial Group's 13F filing for Q1 2024, filed 15 Jan 2025.