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

HB 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
2026 Q2	$3.57M	Buy	155,441 +18	+0%	+$416	0.02%	343
2026 Q1	$3.6M	Buy	155,423 +1,929	+1%	+$44.9K	0.02%	311
2025 Q4	$3.58M	Buy	153,494 +113,082	+280%	+$2.64M	0.02%	305
2025 Q3	$946K	Buy	40,412 +10,543	+35%	+$246K	0.01%	626
2025 Q2	$697K	Buy	+29,869	New	+$693K	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 $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 40.91% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 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

HB Wealth Management's BSJQ Position: Q2 2026 in Review

HB Wealth Management increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 0.01% in Q2 2026, buying an estimated $416 and bringing the position to 155,441 shares worth $3.57M. The position accounts for 0.02% of the portfolio, ranked #343.

HB Wealth Management first reported a position in BSJQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.6M in Q1 2026. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

HB Wealth Management held 155,441 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $3.57M as of Q2 2026.
HB Wealth Management bought 18 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $416.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #343 holding.
HB Wealth Management first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
HB Wealth Management's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $3.6M in Q1 2026.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.