Kovitz Investment Group Partners
BSJQ icon

Kovitz Investment Group Partners’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-167,677
Closed -$3.92M – 560
2025
Q3 		$3.92M Sell
167,677
-249
-0.1% -$5.82K 0.02% 510
2025
Q2 		$3.92M Buy
+167,926
New +$3.9M 0.02% 489

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DIM
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JIP
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CFO
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Kovitz Investment Group Partners's BSJQ Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q4 2025, closing a stake of 167,677 shares — an estimated $3.92M sold.

Kovitz Investment Group Partners first reported a position in BSJQ in Q2 2025 and held it in 2 quarters. The position peaked at $3.92M in Q3 2025. 197 funds tracked by Wall St. Rank hold BSJQ as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 167,677 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q4 2025, an estimated $3.92M.
  • Kovitz Investment Group Partners first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $3.92M in Q3 2025.
  • 197 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.