Meitav Investment House’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Meitav Investment House’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
2024 Q1	–	Sell	-10,230	Closed	-$237K	–	237
2023 Q4	$237K	Sell	10,230 -1,506	-13%	-$34.3K	﹤0.01%	314
2023 Q3	$266K	Hold	11,736	–	–	﹤0.01%	300
2023 Q2	$268K	Sell	11,736 -1,300	-10%	-$29.5K	﹤0.01%	326
2023 Q1	$300K	Hold	13,036	–	–	0.01%	322
2022 Q4	$294K	Sell	13,036 -206	-2%	-$4.64K	0.01%	328
2022 Q3	$290K	Buy	+13,242	New	+$302K	0.01%	324

Other funds holding BSJQ

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IWP

Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Meitav Investment House's BSJQ Position: Q1 2024 in Review

Meitav Investment House sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q1 2024, closing a stake of 10,230 shares — an estimated $237K sold.

Meitav Investment House first reported a position in BSJQ in Q3 2022 and held it in 6 quarters. The position peaked at $300K in Q1 2023. 117 funds tracked by Wall St. Rank hold BSJQ as of Q1 2024.

Meitav Investment House reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Meitav Investment House sold 10,230 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2024, an estimated $237K.
Meitav Investment House first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q3 2022 and held it in 6 quarters.
Meitav Investment House's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $300K in Q1 2023.
117 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.