Robertson Stephens Wealth Management’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Robertson Stephens Wealth Management’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
2023 Q3	–	Sell	-17,900	Closed	-$408K	–	444
2023 Q2	$408K	Hold	17,900	–	–	0.03%	308
2023 Q1	$409K	Hold	17,900	–	–	0.03%	317
2022 Q4	$403K	Buy	+17,900	New	+$403K	0.04%	289

Other funds holding BSJQ

IWP

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

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

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

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

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

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

Robertson Stephens Wealth Management's BSJQ Position: Q3 2023 in Review

Robertson Stephens Wealth Management sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q3 2023, closing a stake of 17,900 shares — an estimated $408K sold.

Robertson Stephens Wealth Management first reported a position in BSJQ in Q4 2022 and held it in 3 quarters. The position peaked at $409K in Q1 2023. 98 funds tracked by Wall St. Rank hold BSJQ as of Q3 2023.

Robertson Stephens Wealth Management reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Robertson Stephens Wealth Management sold 17,900 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q3 2023, an estimated $408K.
Robertson Stephens Wealth Management first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
Robertson Stephens Wealth Management's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $409K in Q1 2023.
98 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q3 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.