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

Larson Financial Group’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	$7.56M	Sell	329,412 -115,818	-26%	-$2.68M	0.2%	87
2026 Q1	$10.3M	Sell	445,230 -72,362	-14%	-$1.68M	0.33%	63
2025 Q4	$12.1M	Sell	517,592 -29,822	-5%	-$697K	0.4%	57
2025 Q3	$12.8M	Sell	547,414 -21,349	-4%	-$499K	0.45%	49
2025 Q2	$13.3M	Buy	568,763 +1,797	+0.3%	+$41.7K	0.53%	41
2025 Q1	$13.1M	Buy	566,966 +233,298	+70%	+$5.45M	0.62%	37
2024 Q4	$7.77M	Buy	333,668 +93,549	+39%	+$2.19M	0.4%	56
2024 Q3	$5.63M	Buy	240,119 +123,853	+107%	+$2.88M	0.32%	62
2024 Q2	$2.68M	Buy	116,266 +82,749	+247%	+$1.91M	0.18%	102
2024 Q1	$777K	Buy	33,517 +32,261	+2,569%	+$746K	0.06%	189
2023 Q4	$29.1K	Buy	+1,256	New	+$28.6K	﹤0.01%	761

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 40.89% 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

Larson Financial Group's BSJQ Position: Q2 2026 in Review

Larson Financial Group reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 26% in Q2 2026, selling an estimated $2.68M and leaving 329,412 shares worth $7.56M. The position accounts for 0.2% of the portfolio, ranked #87.

Larson Financial Group first reported a position in BSJQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.3M in Q2 2025. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Larson Financial Group held 329,412 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $7.56M as of Q2 2026.
Larson Financial Group sold 115,818 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.68M.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.2% of Larson Financial Group's portfolio in Q2 2026, its #87 holding.
Larson Financial Group first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Larson Financial Group's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $13.3M in Q2 2025.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.