Nalls Sherbakoff Group’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Nalls Sherbakoff Group’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
2025 Q4	$253K	Sell	10,834 -1,465	-12%	-$34.3K	0.18%	86
2025 Q3	$288K	Buy	12,299 +2,833	+30%	+$66.2K	0.19%	77
2025 Q2	$221K	Buy	9,466 +336	+4%	+$7.8K	0.16%	91
2025 Q1	$212K	Buy	+9,130	New	+$213K	0.17%	87
2023 Q4	$63.3K	Buy	2,737 +1,288	+89%	+$29.4K	0.06%	148
2023 Q3	$32.8K	Buy	1,449 +309	+27%	+$7.05K	0.03%	190
2023 Q2	$25.7K	Hold	1,140	–	–	0.03%	205
2023 Q1	$25.9K	Buy	+1,140	New	+$26K	0.03%	210
2018 Q4	$16K	Buy	+683	New	+$16.6K	0.03%	230

Other funds holding BSJQ

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Nalls Sherbakoff Group's BSJQ Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 12% in Q4 2025, selling an estimated $34.3K and leaving 10,834 shares worth $253K. The position accounts for 0.18% of the portfolio, ranked #86.

Nalls Sherbakoff Group first reported a position in BSJQ in Q4 2018 and has held it in 9 quarters since. The position peaked at $288K in Q3 2025. 197 funds tracked by Wall St. Rank hold BSJQ as of Q4 2025.

Nalls Sherbakoff Group held 10,834 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $253K as of Q4 2025.
Nalls Sherbakoff Group sold 1,465 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q4 2025, an estimated $34.3K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.18% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #86 holding.
Nalls Sherbakoff Group first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $288K in Q3 2025.
197 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.