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

Meridian 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	–	Sell	-9,039	Closed	-$209K	–	148
2026 Q1	$209K	Sell	9,039 -180	-2%	-$4.19K	0.11%	140
2025 Q4	$215K	Sell	9,219 -250	-3%	-$5.84K	0.12%	138
2025 Q3	$222K	Hold	9,469	–	–	0.12%	132
2025 Q2	$221K	Hold	9,469	–	–	0.14%	116
2025 Q1	$220K	Buy	9,469 +420	+5%	+$9.81K	0.15%	110
2024 Q4	$211K	Buy	+9,049	New	+$212K	0.15%	114

Other funds holding BSJQ

MCP

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

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

Meridian Financial's BSJQ Position: Q2 2026 in Review

Meridian Financial sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q2 2026, closing a stake of 9,039 shares — an estimated $209K sold.

Meridian Financial first reported a position in BSJQ in Q4 2024 and held it in 6 quarters. The position peaked at $222K in Q3 2025. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Meridian Financial reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Meridian Financial sold 9,039 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $209K.
Meridian Financial first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2024 and held it in 6 quarters.
Meridian Financial's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $222K in Q3 2025.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.