Koss-Olinger Consulting’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Koss-Olinger Consulting’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	$518K	Buy	22,357 +2,926	+15%	+$68.1K	0.04%	157
2025 Q4	$454K	Buy	19,431 +2,744	+16%	+$64.2K	0.04%	174
2025 Q3	$389K	Hold	16,687	–	–	0.03%	237
2025 Q2	$389K	Sell	16,687 -1,148	-6%	-$26.6K	0.03%	236
2025 Q1	$414K	Buy	17,835 +606	+4%	+$14.2K	0.03%	225
2024 Q4	$401K	Buy	17,229 +2,122	+14%	+$49.7K	0.04%	142
2024 Q3	$354K	Buy	15,107 +382	+3%	+$8.9K	0.03%	205
2024 Q2	$340K	Buy	+14,725	New	+$340K	0.03%	196
2024 Q1	–	Sell	-18,827	Closed	-$435K	–	81
2023 Q4	$435K	Buy	18,827 +5,599	+42%	+$128K	0.04%	167
2023 Q3	$299K	Buy	13,228 +3,529	+36%	+$80.5K	0.04%	187
2023 Q2	$221K	Buy	+9,699	New	+$220K	0.03%	241

Other funds holding BSJQ

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Koss-Olinger Consulting's BSJQ Position: Q1 2026 in Review

Koss-Olinger Consulting increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 15% in Q1 2026, buying an estimated $68.1K and bringing the position to 22,357 shares worth $518K. The position accounts for 0.04% of the portfolio, ranked #157.

Koss-Olinger Consulting first reported a position in BSJQ in Q2 2023 and has held it in 11 quarters since. 196 funds tracked by Wall St. Rank hold BSJQ as of Q1 2026.

Koss-Olinger Consulting held 22,357 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $518K as of Q1 2026.
Koss-Olinger Consulting bought 2,926 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $68.1K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.04% of Koss-Olinger Consulting's portfolio in Q1 2026, its #157 holding.
Koss-Olinger Consulting first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q2 2023 and has held it in 11 quarters since.
196 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.