Independent Advisor Alliance’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Independent Advisor Alliance’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	–	Sell	-115,061	Closed	-$2.67M	–	1099
2026 Q1	$2.67M	Buy	+115,061	New	+$2.68M	0.03%	475
2025 Q1	–	Sell	-92,338	Closed	-$2.15M	–	863
2024 Q4	$2.15M	Buy	+92,338	New	+$2.16M	0.03%	490

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

Independent Advisor Alliance's BSJQ Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q2 2026, closing a stake of 115,061 shares — an estimated $2.67M sold.

Independent Advisor Alliance first reported a position in BSJQ in Q4 2024 and held it in 2 quarters. The position peaked at $2.67M in Q1 2026. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Independent Advisor Alliance reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 115,061 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.67M.
Independent Advisor Alliance first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $2.67M 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 Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.