Gradient Investments’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Gradient Investments’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 Q3	$860K	Buy	37,689 +17,215	+84%	+$394K	0.01%	336
2026 Q2	$470K	Sell	20,474 -1,268	-6%	-$29.3K	0.01%	374
2026 Q1	$504K	Sell	21,742 -3,031	-12%	-$70.5K	0.01%	350
2025 Q4	$578K	Sell	24,773 -5,239	-17%	-$122K	0.01%	272
2025 Q3	$702K	Sell	30,012 -3,124	-9%	-$73K	0.01%	280
2025 Q2	$773K	Buy	33,136 +929	+3%	+$21.6K	0.01%	245
2025 Q1	$747K	Sell	32,207 -3,433	-10%	-$80.2K	0.02%	210
2024 Q4	$830K	Buy	+35,640	New	+$834K	0.02%	197
2024 Q3	–	Sell	-8,021	Closed	-$185K	–	428
2024 Q2	$185K	Sell	8,021 -1,275	-14%	-$29.4K	﹤0.01%	333
2024 Q1	$215K	Buy	9,296 +62	+0.7%	+$1.43K	0.01%	289
2023 Q4	$214K	Buy	9,234 +8,274	+862%	+$189K	0.01%	327
2023 Q3	$21.7K	Buy	960 +156	+19%	+$3.56K	﹤0.01%	663
2023 Q2	$18.3K	Buy	804 +8	+1%	+$182	﹤0.01%	707
2023 Q1	$18.2K	Sell	796 -931	-54%	-$21.2K	﹤0.01%	697
2022 Q4	$38.9K	Sell	1,727 -1,585	-48%	-$35.7K	﹤0.01%	553
2022 Q3	$72K	Sell	3,312 -865	-21%	-$19.7K	﹤0.01%	422
2022 Q2	$93K	Sell	4,177 -5,420	-56%	-$127K	﹤0.01%	386
2022 Q1	$235K	Buy	9,597 +5,145	+116%	+$128K	0.01%	273
2021 Q4	$114K	Sell	4,452 -184	-4%	-$4.71K	﹤0.01%	349
2021 Q3	$119K	Sell	4,636 -1,866	-29%	-$48K	﹤0.01%	342
2021 Q2	$168K	Sell	6,502 -2,957	-31%	-$76K	﹤0.01%	301
2021 Q1	$242K	Buy	+9,459	New	+$242K	0.01%	267

Other funds holding BSJQ

MCP

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

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

SEEDPG

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

BCI

Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Gradient Investments's BSJQ Position: Q3 2026 in Review

Gradient Investments increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 84% in Q3 2026, buying an estimated $394K and bringing the position to 37,689 shares worth $860K. The position accounts for 0.01% of the portfolio, ranked #336.

Gradient Investments first reported a position in BSJQ in Q1 2021 and has held it in 22 quarters since. 19 funds tracked by Wall St. Rank hold BSJQ as of Q3 2026.

Gradient Investments held 37,689 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $860K as of Q3 2026.
Gradient Investments bought 17,215 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $394K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.01% of Gradient Investments's portfolio in Q3 2026, its #336 holding.
Gradient Investments first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
19 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.