RGF
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Retirement Guys Formula’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Retirement Guys Formula’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 		– Sell
-11,771
Closed -$276K – 156
2025
Q3 		$276K Hold
11,771
– – 0.1% 134
2025
Q2 		$275K Sell
11,771
-400
-3% -$9.28K 0.1% 118
2025
Q1 		$282K Sell
12,171
-21
-0.2% -$491 0.14% 110
2024
Q4 		$284K Buy
12,192
+1,896
+18% +$44.4K 0.14% 108
2024
Q3 		$242K Buy
10,296
+74
+0.7% +$1.72K 0.11% 111
2024
Q2 		$236K Buy
10,222
+76
+0.7% +$1.75K 0.11% 117
2024
Q1 		$235K Buy
10,146
+25
+0.2% +$578 0.11% 116
2023
Q4 		$234K Buy
+10,121
New +$231K 0.13% 120
2022
Q2 		– Sell
-9,526
Closed -$233K – 128
2022
Q1 		$233K Buy
+9,526
New +$237K 0.16% 114

Other funds holding BSJQ

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
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