Milestone Asset Management’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Milestone Asset Management’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	$5.09M	Buy	221,775 +15,659	+8%	+$362K	0.8%	36
2026 Q1	$4.78M	Buy	206,116 +37,440	+22%	+$871K	0.88%	31
2025 Q4	$3.94M	Buy	+168,676	New	+$3.94M	0.74%	34

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

Milestone Asset Management's BSJQ Position: Q2 2026 in Review

Milestone Asset Management increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 7.6% in Q2 2026, buying an estimated $362K and bringing the position to 221,775 shares worth $5.09M. The position accounts for 0.8% of the portfolio, ranked #36.

Milestone Asset Management first reported a position in BSJQ in Q4 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Milestone Asset Management held 221,775 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $5.09M as of Q2 2026.
Milestone Asset Management bought 15,659 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $362K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.8% of Milestone Asset Management's portfolio in Q2 2026, its #36 holding.
Milestone Asset Management first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.