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 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 $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 Financial Group's BSJQ Position: Q2 2026 in Review

Independent Financial Group increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 18% in Q2 2026, buying an estimated $102K and bringing the position to 29,156 shares worth $669K. The position accounts for 0.01% of the portfolio, ranked #854.

Independent Financial Group first reported a position in BSJQ in Q1 2025 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Independent Financial Group held 29,156 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $669K as of Q2 2026.
Independent Financial Group bought 4,434 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $102K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #854 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 6 quarters since.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.