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OneDigital Investment Advisors’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

OneDigital Investment Advisors’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
2024
Q4 		– Sell
-18,572
Closed -$436K – 1412
2024
Q3 		$436K Buy
18,572
+7
+0% +$163 0.01% 991
2024
Q2 		$428K Buy
+18,565
New +$429K 0.01% 968

Other funds holding BSJQ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

OneDigital Investment Advisors's BSJQ Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q4 2024, closing a stake of 18,572 shares — an estimated $436K sold.

OneDigital Investment Advisors first reported a position in BSJQ in Q2 2024 and held it in 2 quarters. The position peaked at $436K in Q3 2024. 160 funds tracked by Wall St. Rank hold BSJQ as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 18,572 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $436K.
  • OneDigital Investment Advisors first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • OneDigital Investment Advisors's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $436K in Q3 2024.
  • 160 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.