Meriwether Wealth & Planning’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Meriwether Wealth & Planning’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 Q3	$537K	Sell	23,509 -1,730	-7%	-$39.6K	0.24%	64
2026 Q2	$579K	Hold	25,239	–	–	0.29%	60
2026 Q1	$585K	Sell	25,239 -188	-0.7%	-$4.37K	0.32%	53
2025 Q4	$593K	Buy	25,427 +23	+0.1%	+$538	0.33%	59
2025 Q3	$595K	Buy	25,404 +146	+0.6%	+$3.41K	0.34%	55
2025 Q2	$589K	Buy	25,258 +815	+3%	+$18.9K	0.37%	54
2025 Q1	$567K	Buy	24,443 +7,750	+46%	+$181K	0.37%	55
2024 Q4	$389K	Buy	+16,693	New	+$391K	0.28%	68

Other funds holding BSJQ

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

AIS

Altium Investment Strategies Wesley Chapel, Florida $87.4M AUM

Horizons Wealth Management Asheville, North Carolina $160M AUM

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

Meriwether Wealth & Planning's BSJQ Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 6.9% in Q3 2026, selling an estimated $39.6K and leaving 23,509 shares worth $537K. The position accounts for 0.24% of the portfolio, ranked #64.

Meriwether Wealth & Planning first reported a position in BSJQ in Q4 2024 and has held it in 8 quarters since. The position peaked at $595K in Q3 2025. 42 funds tracked by Wall St. Rank hold BSJQ as of Q3 2026.

Meriwether Wealth & Planning held 23,509 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $537K as of Q3 2026.
Meriwether Wealth & Planning sold 1,730 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $39.6K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.24% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #64 holding.
Meriwether Wealth & Planning first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $595K in Q3 2025.
42 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.