Ledgewood Wealth Advisors’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Ledgewood Wealth Advisors’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 Q3	$1.56M	Buy	68,226 +3,048	+5%	+$69.8K	0.86%	23
2026 Q2	$1.5M	Sell	65,178 -3,582	-5%	-$82.8K	0.79%	23
2026 Q1	$1.59M	Buy	68,760 +14,041	+26%	+$327K	0.9%	24
2025 Q4	$1.28M	Buy	54,719 +114	+0.2%	+$2.67K	0.74%	26
2025 Q3	$1.28M	Buy	54,605 +120	+0.2%	+$2.81K	0.76%	27
2025 Q2	$1.27M	Buy	54,485 +125	+0.2%	+$2.9K	0.8%	25
2025 Q1	$1.26M	Sell	54,360 -6,021	-10%	-$141K	0.81%	25
2024 Q4	$1.41M	Buy	60,381 +972	+2%	+$22.8K	0.91%	22
2024 Q3	$1.39M	Buy	59,409 +126	+0.2%	+$2.94K	0.94%	21
2024 Q2	$1.37M	Buy	59,283 +643	+1%	+$14.8K	1.18%	21
2024 Q1	$1.36M	Buy	58,640 +116	+0.2%	+$2.68K	1.26%	20
2023 Q4	$1.35M	Buy	+58,524	New	+$1.33M	1.25%	20

Other funds holding BSJQ

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

SEEDPG

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

BCI

Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Ledgewood Wealth Advisors's BSJQ Position: Q3 2026 in Review

Ledgewood Wealth Advisors increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 4.7% in Q3 2026, buying an estimated $69.8K and bringing the position to 68,226 shares worth $1.56M. The position accounts for 0.86% of the portfolio, ranked #23.

Ledgewood Wealth Advisors first reported a position in BSJQ in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.59M in Q1 2026. 19 funds tracked by Wall St. Rank hold BSJQ as of Q3 2026.

Ledgewood Wealth Advisors held 68,226 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $1.56M as of Q3 2026.
Ledgewood Wealth Advisors bought 3,048 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $69.8K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.86% of Ledgewood Wealth Advisors's portfolio in Q3 2026, its #23 holding.
Ledgewood Wealth Advisors first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
Ledgewood Wealth Advisors's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $1.59M in Q1 2026.
19 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q3 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.