LPL Financial’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

LPL Financial’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	$44.2M	Sell	1,925,101 -426,232	-18%	-$9.85M	0.01%	1077
2026 Q1	$54.5M	Sell	2,351,333 -38,639	-2%	-$899K	0.01%	875
2025 Q4	$55.8M	Buy	2,389,972 +216,248	+10%	+$5.06M	0.02%	825
2025 Q3	$50.9M	Buy	2,173,724 +666,185	+44%	+$15.6M	0.01%	839
2025 Q2	$35.2M	Buy	1,507,539 +287,572	+24%	+$6.67M	0.01%	938
2025 Q1	$28.3M	Buy	1,219,967 +80,107	+7%	+$1.87M	0.01%	949
2024 Q4	$26.5M	Buy	1,139,860 +12,726	+1%	+$298K	0.01%	934
2024 Q3	$26.4M	Buy	1,127,134 +123,723	+12%	+$2.88M	0.01%	899
2024 Q2	$23.1M	Buy	1,003,411 +139,625	+16%	+$3.22M	0.01%	894
2024 Q1	$20M	Buy	863,786 +182,717	+27%	+$4.23M	0.01%	945
2023 Q4	$15.8M	Buy	681,069 +246,199	+57%	+$5.61M	0.01%	984
2023 Q3	$9.84M	Buy	434,870 +88,574	+26%	+$2.02M	0.01%	1172
2023 Q2	$7.9M	Sell	346,296 -46,811	-12%	-$1.06M	0.01%	1275
2023 Q1	$8.99M	Buy	393,107 +111,562	+40%	+$2.54M	0.01%	1160
2022 Q4	$6.34M	Buy	281,545 +953	+0.3%	+$21.5K	0.01%	1311
2022 Q3	$6.14M	Buy	280,592 +121,127	+76%	+$2.76M	0.01%	1237
2022 Q2	$3.54M	Buy	159,465 +10,714	+7%	+$251K	﹤0.01%	1613
2022 Q1	$3.64M	Buy	148,751 +32,240	+28%	+$801K	﹤0.01%	1636
2021 Q4	$2.99M	Buy	116,511 +71,710	+160%	+$1.83M	﹤0.01%	1787
2021 Q3	$1.15M	Buy	44,801 +17,545	+64%	+$452K	﹤0.01%	2504
2021 Q2	$704K	Sell	27,256 -6,010	-18%	-$154K	﹤0.01%	2866
2021 Q1	$851K	Buy	33,266 +7,347	+28%	+$188K	﹤0.01%	2541
2020 Q4	$664K	Buy	25,919 +9,757	+60%	+$245K	﹤0.01%	2504
2020 Q3	$396K	Buy	16,162 +3,986	+33%	+$98.4K	﹤0.01%	2671
2020 Q2	$290K	Sell	12,176 -3,240	-21%	-$75.7K	﹤0.01%	2860
2020 Q1	$340K	Buy	+15,416	New	+$384K	﹤0.01%	2390

Other funds holding BSJQ

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

LPL Financial's BSJQ Position: Q2 2026 in Review

LPL Financial reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 18% in Q2 2026, selling an estimated $9.85M and leaving 1,925,101 shares worth $44.2M. The position accounts for 0.01% of the portfolio, ranked #1077.

LPL Financial first reported a position in BSJQ in Q1 2020 and has held it in 26 quarters since. The position peaked at $55.8M in Q4 2025. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

LPL Financial held 1,925,101 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $44.2M as of Q2 2026.
LPL Financial sold 426,232 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $9.85M.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1077 holding.
LPL Financial first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
LPL Financial's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $55.8M in Q4 2025.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.