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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
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

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
AIS
Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Meriwether Wealth & Planning's BSJQ Position: Q2 2026 in Review

Meriwether Wealth & Planning held its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) position steady in Q2 2026 at 25,239 shares worth $579K. The position accounts for 0.29% of the portfolio, ranked #60.

Meriwether Wealth & Planning first reported a position in BSJQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $595K in Q3 2025. 34 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

  • Meriwether Wealth & Planning held 25,239 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $579K as of Q2 2026.
  • Meriwether Wealth & Planning left its Invesco BulletShares 2026 High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.29% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #60 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 7 quarters since.
  • Meriwether Wealth & Planning's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $595K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.