KAS
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Kestra Advisory Services’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Kestra Advisory Services’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
Q1 		$3.34M Buy
144,033
+56,132
+64% +$1.31M 0.01% 1008
2025
Q4 		$2.05M Buy
87,901
+6,372
+8% +$149K 0.01% 1191
2025
Q3 		$1.91M Buy
81,529
+1,344
+2% +$31.4K 0.01% 1179
2025
Q2 		$1.87M Buy
80,185
+3,150
+4% +$73.1K 0.01% 1112
2025
Q1 		$1.79M Sell
77,035
-621
-0.8% -$14.5K 0.01% 1038
2024
Q4 		$1.81M Sell
77,656
-12,827
-14% -$300K 0.01% 1056
2024
Q3 		$2.12M Sell
90,483
-1,507
-2% -$35.1K 0.01% 931
2024
Q2 		$2.12M Buy
91,990
+52,673
+134% +$1.22M 0.01% 934
2024
Q1 		$911K Buy
+39,317
New +$909K 0.01% 1297

Other funds holding BSJQ

MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return