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IFP Advisors’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

IFP Advisors’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
Q1 		$73.3K Buy
+3,163
New +$73.6K ﹤0.01% 2030
2025
Q2 		– Sell
-68,864
Closed -$1.6M – 4931
2025
Q1 		$1.6M Hold
68,864
– – 0.05% 413
2024
Q4 		$1.6M Sell
68,864
-3,972
-5% -$93K 0.05% 389
2024
Q3 		$1.71M Buy
72,836
+57,836
+386% +$1.35M 0.06% 336
2024
Q2 		$346K Hold
15,000
– – 0.01% 785
2024
Q1 		$348K Sell
15,000
-2,481
-14% -$57.4K 0.02% 739
2023
Q4 		$404K Buy
17,481
+881
+5% +$20.1K 0.02% 651
2023
Q3 		$376K Sell
16,600
-2,000
-11% -$45.6K 0.02% 693
2023
Q2 		$424K Sell
18,600
-4,162
-18% -$94.5K 0.02% 707
2023
Q1 		$571K Sell
22,762
-682
-3% -$15.5K 0.02% 556
2022
Q4 		$587K Buy
23,444
+4,061
+21% +$91.5K 0.02% 819
2022
Q3 		$486K Buy
+19,383
New +$442K 0.01% 945

Other funds holding BSJQ

MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return