RMP
BSJQ icon

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
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 $816M AUM 42.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return