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

Intrua Financial’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	$2.94M	Sell	127,965 -45,135	-26%	-$1.04M	0.27%	76
2026 Q1	$4.01M	Sell	173,100 -27,995	-14%	-$651K	0.41%	43
2025 Q4	$4.69M	Sell	201,095 -29,932	-13%	-$700K	0.5%	36
2025 Q3	$5.41M	Sell	231,027 -5,013	-2%	-$117K	0.59%	29
2025 Q2	$5.51M	Sell	236,040 -6,528	-3%	-$151K	0.74%	22
2025 Q1	$5.63M	Buy	242,568 +6,323	+3%	+$148K	0.82%	21
2024 Q4	$5.5M	Sell	236,245 -34,405	-13%	-$805K	0.84%	21
2024 Q3	$6.35M	Buy	270,650 +36,194	+15%	+$843K	0.94%	19
2024 Q2	$5.41M	Buy	234,456 +110,830	+90%	+$2.56M	0.81%	20
2024 Q1	$2.87M	Buy	123,626 +89,323	+260%	+$2.07M	0.41%	48
2023 Q4	$793K	Buy	+34,303	New	+$782K	0.12%	160

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

Intrua Financial's BSJQ Position: Q2 2026 in Review

Intrua Financial reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 26% in Q2 2026, selling an estimated $1.04M and leaving 127,965 shares worth $2.94M. The position accounts for 0.27% of the portfolio, ranked #76.

Intrua Financial first reported a position in BSJQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.35M in Q3 2024. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Intrua Financial held 127,965 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $2.94M as of Q2 2026.
Intrua Financial sold 45,135 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.04M.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.27% of Intrua Financial's portfolio in Q2 2026, its #76 holding.
Intrua Financial first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Intrua Financial's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $6.35M in Q3 2024.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.