Leo Wealth LLC’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Leo Wealth LLC’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	$8.57M	Buy	369,699 +6,341	+2%	+$147K	0.62%	37
2025 Q4	$8.48M	Buy	+363,358	New	+$8.5M	0.62%	32
2025 Q3	–	Sell	-252,279	Closed	-$5.89M	–	301
2025 Q2	$5.89M	Buy	+252,279	New	+$5.85M	0.46%	43
2025 Q1	–	Sell	-44,952	Closed	-$1.05M	–	282
2024 Q4	$1.05M	Buy	44,952 +32,041	+248%	+$750K	0.09%	152
2024 Q3	$303K	Buy	+12,911	New	+$301K	0.03%	278

Other funds holding BSJQ

MCP

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

DIM

Delta Investment Management San Francisco, California $608M AUM 25.3% 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 $85.1B AUM 27.35% 1-Year Est. Return

Leo Wealth LLC's BSJQ Position: Q1 2026 in Review

Leo Wealth LLC increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 1.7% in Q1 2026, buying an estimated $147K and bringing the position to 369,699 shares worth $8.57M. The position accounts for 0.62% of the portfolio, ranked #37.

Leo Wealth LLC first reported a position in BSJQ in Q3 2024 and has held it in 5 quarters since. 197 funds tracked by Wall St. Rank hold BSJQ as of Q1 2026.

Leo Wealth LLC held 369,699 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $8.57M as of Q1 2026.
Leo Wealth LLC bought 6,341 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $147K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.62% of Leo Wealth LLC's portfolio in Q1 2026, its #37 holding.
Leo Wealth LLC first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q3 2024 and has held it in 5 quarters since.
197 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.