Householder Group Estate & Retirement Specialist’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-338	Closed	-$7K	–	620
2024 Q3	$7K	Buy	338 +6	+2%	+$140	﹤0.01%	870
2024 Q2	$7K	Buy	+332	New	+$7.67K	﹤0.01%	875

Other funds holding BSJQ

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

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

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 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

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

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

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BSJQ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q4 2024, closing a stake of 338 shares — an estimated $7K sold.

Householder Group Estate & Retirement Specialist first reported a position in BSJQ in Q2 2024 and held it in 2 quarters. The position peaked at $7K in Q3 2024. 160 funds tracked by Wall St. Rank hold BSJQ as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 338 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $7K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
Householder Group Estate & Retirement Specialist's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $7K in Q3 2024.
160 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.