Independent Financial Group
BSJQ icon

Independent Financial Group’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Independent Financial Group’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
Q3 		$504K Sell
22,063
-7,093
-24% -$162K 0.01% 1007
2026
Q2 		$669K Buy
29,156
+4,434
+18% +$102K 0.01% 854
2026
Q1 		$573K Sell
24,722
-3,448
-12% -$80.2K 0.01% 867
2025
Q4 		$657K Buy
28,170
+13,317
+90% +$311K 0.01% 770
2025
Q3 		$348K Buy
14,853
+2,947
+25% +$68.9K 0.01% 1015
2025
Q2 		$278K Buy
11,906
+449
+4% +$10.4K 0.01% 1069
2025
Q1 		$266K Buy
+11,457
New +$268K 0.01% 977

Other funds holding BSJQ

MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
BCI
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Independent Financial Group's BSJQ Position: Q3 2026 in Review

Independent Financial Group reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 24% in Q3 2026, selling an estimated $162K and leaving 22,063 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #1007.

Independent Financial Group first reported a position in BSJQ in Q1 2025 and has held it in 7 quarters since. The position peaked at $669K in Q2 2026. 19 funds tracked by Wall St. Rank hold BSJQ as of Q3 2026.

  • Independent Financial Group held 22,063 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $504K as of Q3 2026.
  • Independent Financial Group sold 7,093 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $162K.
  • Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1007 holding.
  • Independent Financial Group first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • Independent Financial Group's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $669K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.