Modern Wealth Management’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Modern Wealth 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	$356K	Buy	15,518 +8	+0.1%	+$185	﹤0.01%	816
2026 Q1	$359K	Buy	15,510 +7	+0%	+$163	0.01%	663
2025 Q4	$362K	Buy	15,503 +8	+0.1%	+$187	0.01%	628
2025 Q3	$363K	Buy	+15,495	New	+$362K	0.01%	588

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

Modern Wealth Management's BSJQ Position: Q2 2026 in Review

Modern Wealth Management increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 0.05% in Q2 2026, buying an estimated $185 and bringing the position to 15,518 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Modern Wealth Management first reported a position in BSJQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $363K in Q3 2025. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Modern Wealth Management held 15,518 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $356K as of Q2 2026.
Modern Wealth Management bought 8 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $185.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #816 holding.
Modern Wealth Management first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Modern Wealth Management's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $363K 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 Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.