Legacy Financial Group (Iowa)’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Legacy Financial Group (Iowa)’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	$6.19M	Sell	266,906 -68,129	-20%	-$1.58M	0.78%	33
2025 Q4	$7.8M	Sell	335,035 -397,203	-54%	-$9.29M	0.96%	28
2025 Q3	$17.1M	Buy	732,238 +9,658	+1%	+$226K	2.24%	14
2025 Q2	$16.9M	Sell	722,580 -35,989	-5%	-$835K	2.35%	15
2025 Q1	$17.6M	Sell	758,569 -14,401	-2%	-$337K	2.71%	10
2024 Q4	$18M	Buy	772,970 +52,298	+7%	+$1.22M	2.91%	9
2024 Q3	$16.9M	Buy	720,672 +12,591	+2%	+$293K	3.25%	8
2024 Q2	$16.3M	Buy	708,081 +75,350	+12%	+$1.74M	3.21%	6
2024 Q1	$14.7M	Buy	632,731 +614,528	+3,376%	+$14.2M	2.97%	9
2023 Q4	$421K	Sell	18,203 -564,909	-97%	-$12.9M	1.91%	18
2023 Q3	$13.2M	Buy	583,112 +37,350	+7%	+$852K	3.1%	9
2023 Q2	$12.4M	Buy	545,762 +33,179	+6%	+$754K	3.21%	10
2023 Q1	$11.7M	Buy	512,583 +33,541	+7%	+$764K	3.21%	13
2022 Q4	$10.8M	Buy	479,042 +37,881	+9%	+$854K	3.23%	14
2022 Q3	$9.65M	Buy	441,161 +27,094	+7%	+$618K	3.22%	15
2022 Q2	$9.2M	Buy	414,067 +81,651	+25%	+$1.91M	2.9%	15
2022 Q1	$8.13M	Buy	332,416 +79,259	+31%	+$1.97M	2.38%	17
2021 Q4	$6.45M	Buy	253,157 +171,598	+210%	+$4.39M	2.77%	14
2021 Q3	$2.09M	Buy	+81,559	New	+$2.1M	0.63%	23
2021 Q2	–	Sell	-10,773	Closed	-$276K	–	65
2021 Q1	$276K	Buy	+10,773	New	+$276K	0.1%	59

Other funds holding BSJQ

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legacy Financial Group (Iowa)'s BSJQ Position: Q1 2026 in Review

Legacy Financial Group (Iowa) reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 20% in Q1 2026, selling an estimated $1.58M and leaving 266,906 shares worth $6.19M. The position accounts for 0.78% of the portfolio, ranked #33.

Legacy Financial Group (Iowa) first reported a position in BSJQ in Q1 2021 and has held it in 20 quarters since. The position peaked at $18M in Q4 2024. 196 funds tracked by Wall St. Rank hold BSJQ as of Q1 2026.

Legacy Financial Group (Iowa) held 266,906 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $6.19M as of Q1 2026.
Legacy Financial Group (Iowa) sold 68,129 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.58M.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.78% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #33 holding.
Legacy Financial Group (Iowa) first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q1 2021 and has held it in 20 quarters since.
Legacy Financial Group (Iowa)'s Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $18M in Q4 2024.
196 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.