Harrison & Co Wealth Management’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Harrison & Co Wealth Management’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
2022 Q4	$2.26M	Buy	100,515 +2,361	+2%	+$53.2K	2.19%	12
2022 Q3	$2.15M	Sell	98,154 -6,235	-6%	-$142K	2.28%	14
2022 Q2	$2.32M	Buy	104,389 +5,778	+6%	+$135K	2.2%	14
2022 Q1	$2.41M	Buy	98,611 +7,341	+8%	+$182K	2.11%	14
2021 Q4	$2.34M	Buy	+91,270	New	+$2.33M	1.97%	14

Other funds holding BSJQ

Insight Wealth Partners Plano, Texas $247M AUM 16.55% 1-Year Est. Return

Legacy Financial Group (Iowa)

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $573M AUM 13.51% 1-Year Est. Return

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

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

SFE Investment Counsel Los Angeles, California $624M AUM 23.85% 1-Year Est. Return

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return