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IMA Advisory Services’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

IMA Advisory Services’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
-11,521
Closed -$270K – 182
2024
Q3 		$270K Buy
+11,521
New +$268K 0.06% 131

Other funds holding BSJQ

UBS Group
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IMA Advisory Services's BSJQ Position: Q4 2024 in Review

IMA Advisory Services sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q4 2024, closing a stake of 11,521 shares — an estimated $270K sold.

IMA Advisory Services first reported a position in BSJQ in Q3 2024 and held it in 1 quarter. The position peaked at $270K in Q3 2024. 160 funds tracked by Wall St. Rank hold BSJQ as of Q4 2024.

  • IMA Advisory Services reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • IMA Advisory Services sold 11,521 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $270K.
  • IMA Advisory Services first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • IMA Advisory Services's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $270K 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 IMA Advisory Services's 13F filing for Q4 2024, filed 14 Feb 2025.