Raymond James Financial Services Advisors’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Raymond James Financial Services 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 Q3	$17.2M	Buy	735,307 +156,297	+27%	+$3.64M	0.02%	606
2024 Q2	$13.4M	Buy	+579,010	New	+$13.4M	0.02%	687
2022 Q4	–	Sell	-11,798	Closed	-$258K	–	3274
2022 Q3	$258K	Buy	11,798 +360	+3%	+$8.21K	﹤0.01%	2665
2022 Q2	$254K	Buy	+11,438	New	+$268K	﹤0.01%	2708

Other funds holding BSJQ

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 $445B AUM 25.58% 1-Year Est. Return

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

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

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

IWP

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial Services Advisors's BSJQ Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 27% in Q3 2024, buying an estimated $3.64M and bringing the position to 735,307 shares worth $17.2M. The position accounts for 0.02% of the portfolio, ranked #606.

Raymond James Financial Services Advisors first reported a position in BSJQ in Q2 2022 and has held it in 4 quarters since. 150 funds tracked by Wall St. Rank hold BSJQ as of Q3 2024.

Raymond James Financial Services Advisors held 735,307 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $17.2M as of Q3 2024.
Raymond James Financial Services Advisors bought 156,297 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q3 2024, an estimated $3.64M.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #606 holding.
Raymond James Financial Services Advisors first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q2 2022 and has held it in 4 quarters since.
150 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.