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 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 $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 40.91% 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

Ledgewood Wealth Advisors's BSJQ Position: Q2 2026 in Review

Ledgewood Wealth Advisors reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 5.2% in Q2 2026, selling an estimated $82.8K and leaving 65,178 shares worth $1.5M. The position accounts for 0.79% of the portfolio, ranked #23.

Ledgewood Wealth Advisors first reported a position in BSJQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q1 2026. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Ledgewood Wealth Advisors held 65,178 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $1.5M as of Q2 2026.
Ledgewood Wealth Advisors sold 3,582 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $82.8K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.79% of Ledgewood Wealth Advisors's portfolio in Q2 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 11 quarters since.
Ledgewood Wealth Advisors's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $1.59M in Q1 2026.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.