Orion Portfolio Solutions’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.2M	Buy	51,876 +189	+0.4%	+$4.42K	0.01%	981
2024 Q4	$1.2M	Buy	51,687 +2,502	+5%	+$58.6K	0.01%	948
2024 Q3	$1.15M	Sell	49,185 -530	-1%	-$12.3K	0.01%	975
2024 Q2	$1.15M	Buy	49,715 +4,204	+9%	+$97.1K	0.01%	925
2024 Q1	$1.05M	Buy	45,511 +4,773	+12%	+$110K	0.01%	960
2023 Q4	$942K	Sell	40,738 -89,499	-69%	-$2.04M	0.01%	970
2023 Q3	$2.95M	Buy	130,237 +52,662	+68%	+$1.2M	0.04%	451
2023 Q2	$1.77M	Buy	+77,575	New	+$1.76M	0.02%	715
2020 Q3	–	Sell	-41	Closed	-$1K	–	646
2020 Q2	$1K	Buy	+41	New	+$958	﹤0.01%	1919

Other funds holding BSJQ

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

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

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

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

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

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

JIP

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

Orion Portfolio Solutions's BSJQ Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 0.37% in Q1 2025, buying an estimated $4.42K and bringing the position to 51,876 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #981.

Orion Portfolio Solutions first reported a position in BSJQ in Q2 2020 and has held it in 9 quarters since. The position peaked at $2.95M in Q3 2023. 171 funds tracked by Wall St. Rank hold BSJQ as of Q1 2025.

Orion Portfolio Solutions held 51,876 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $1.2M as of Q1 2025.
Orion Portfolio Solutions bought 189 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2025, an estimated $4.42K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #981 holding.
Orion Portfolio Solutions first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q2 2020 and has held it in 9 quarters since.
Orion Portfolio Solutions's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $2.95M in Q3 2023.
171 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.