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 $859M AUM 41.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $608M AUM 25.3% 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 $484M AUM 13.93% 1-Year Est. Return

Retirement Guys Formula's BSJQ Position: Q4 2025 in Review

Retirement Guys Formula sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q4 2025, closing a stake of 11,771 shares — an estimated $276K sold.

Retirement Guys Formula first reported a position in BSJQ in Q1 2022 and held it in 9 quarters. The position peaked at $284K in Q4 2024. 197 funds tracked by Wall St. Rank hold BSJQ as of Q4 2025.

Retirement Guys Formula reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Retirement Guys Formula sold 11,771 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q4 2025, an estimated $276K.
Retirement Guys Formula first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q1 2022 and held it in 9 quarters.
Retirement Guys Formula's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $284K in Q4 2024.
197 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q4 2025.

Based on Retirement Guys Formula's 13F filing for Q4 2025, filed 23 Jan 2026.