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 Q2	$519K	Buy	22,620 +263	+1%	+$6.08K	0.04%	88
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 $859M AUM 41.74% 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 40.89% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 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

Koss-Olinger Consulting's BSJQ Position: Q2 2026 in Review

Koss-Olinger Consulting increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 1.2% in Q2 2026, buying an estimated $6.08K and bringing the position to 22,620 shares worth $519K. The position accounts for 0.04% of the portfolio, ranked #88.

Koss-Olinger Consulting first reported a position in BSJQ in Q2 2023 and has held it in 12 quarters since. 188 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Koss-Olinger Consulting held 22,620 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $519K as of Q2 2026.
Koss-Olinger Consulting bought 263 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $6.08K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.04% of Koss-Olinger Consulting's portfolio in Q2 2026, its #88 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 12 quarters since.
188 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.