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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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return