Richards, Merrill & Peterson’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Richards, Merrill & Peterson’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
2026 Q2	$40.9K	Hold	1,783	–	–	0.01%	248
2026 Q1	$41.3K	Hold	1,783	–	–	0.02%	236
2025 Q4	$41.6K	Hold	1,783	–	–	0.02%	222
2025 Q3	$41.7K	Hold	1,783	–	–	0.02%	193
2025 Q2	$41.6K	Hold	1,783	–	–	0.02%	179
2025 Q1	$41.3K	Hold	1,783	–	–	0.02%	268
2024 Q4	$41.5K	Buy	+1,783	New	+$41.7K	0.02%	260

Other funds holding BSJQ

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Richards, Merrill & Peterson's BSJQ Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) position steady in Q2 2026 at 1,783 shares worth $40.9K. The position accounts for 0.01% of the portfolio, ranked #248.

Richards, Merrill & Peterson first reported a position in BSJQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.7K in Q3 2025. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Richards, Merrill & Peterson held 1,783 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $40.9K as of Q2 2026.
Richards, Merrill & Peterson left its Invesco BulletShares 2026 High Yield Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #248 holding.
Richards, Merrill & Peterson first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $41.7K in Q3 2025.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.