Montis Financial’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Montis Financial’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	$894K	Sell	38,956 -21,858	-36%	-$505K	0.18%	69
2026 Q1	$1.41M	Buy	60,814 +2,081	+4%	+$48.4K	0.29%	51
2025 Q4	$1.37M	Buy	58,733 +6,304	+12%	+$147K	0.27%	50
2025 Q3	$1.23M	Buy	+52,429	New	+$1.23M	0.28%	53

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 40.89% 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

Montis Financial's BSJQ Position: Q2 2026 in Review

Montis Financial reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 36% in Q2 2026, selling an estimated $505K and leaving 38,956 shares worth $894K. The position accounts for 0.18% of the portfolio, ranked #69.

Montis Financial first reported a position in BSJQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.41M in Q1 2026. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Montis Financial held 38,956 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $894K as of Q2 2026.
Montis Financial sold 21,858 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $505K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.18% of Montis Financial's portfolio in Q2 2026, its #69 holding.
Montis Financial first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Montis Financial's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $1.41M in Q1 2026.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.