MCC
BSJQ icon

Money Concepts Capital’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-400
Closed -$9.01K – 783
2022
Q4 		$9.01K Buy
+400
New +$9.01K ﹤0.01% 2064
2022
Q2 		– Sell
-400
Closed -$10K – 1592
2022
Q1 		$10K Buy
+400
New +$9.94K ﹤0.01% 1928

Other funds holding BSJQ

IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Money Concepts Capital's BSJQ Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q1 2023, closing a stake of 400 shares — an estimated $9.01K sold.

Money Concepts Capital first reported a position in BSJQ in Q1 2022 and held it in 2 quarters. The position peaked at $10K in Q1 2022. 83 funds tracked by Wall St. Rank hold BSJQ as of Q1 2023.

  • Money Concepts Capital reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 400 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2023, an estimated $9.01K.
  • Money Concepts Capital first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $10K in Q1 2022.
  • 83 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.