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

Independent Wealth 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 Q2	$2.02M	Buy	87,956 +624	+0.7%	+$14.4K	1.83%	16
2026 Q1	$2.02M	Buy	87,332 +7,176	+9%	+$167K	1.99%	16
2025 Q4	$1.87M	Buy	+80,156	New	+$1.87M	1.95%	16

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 Wealth Advisors's BSJQ Position: Q2 2026 in Review

Independent Wealth Advisors increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 0.71% in Q2 2026, buying an estimated $14.4K and bringing the position to 87,956 shares worth $2.02M. The position accounts for 1.83% of the portfolio, ranked #16.

Independent Wealth Advisors first reported a position in BSJQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.02M in Q1 2026. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Independent Wealth Advisors held 87,956 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $2.02M as of Q2 2026.
Independent Wealth Advisors bought 624 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $14.4K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 1.83% of Independent Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Independent Wealth Advisors first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Independent Wealth Advisors's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $2.02M 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 Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.