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

Mattson Financial Services’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
2025
Q2 		– Sell
-97
Closed -$2.25K – 184
2025
Q1 		$2.25K Buy
+97
New +$2.27K ﹤0.01% 287

Other funds holding BSJQ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Mattson Financial Services's BSJQ Position: Q2 2025 in Review

Mattson Financial Services sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q2 2025, closing a stake of 97 shares — an estimated $2.25K sold.

Mattson Financial Services first reported a position in BSJQ in Q1 2025 and held it in 1 quarter. The position peaked at $2.25K in Q1 2025. 179 funds tracked by Wall St. Rank hold BSJQ as of Q2 2025.

  • Mattson Financial Services reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 97 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2025, an estimated $2.25K.
  • Mattson Financial Services first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Mattson Financial Services's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $2.25K in Q1 2025.
  • 179 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.