RPg Family Wealth Advisory’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

RPg Family Wealth Advisory’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	$3.7M	Buy	159,860 +4,615	+3%	+$107K	0.77%	46
2025 Q4	$3.62M	Sell	155,245 -3,296	-2%	-$77.1K	0.8%	48
2025 Q3	$3.71M	Sell	158,541 -1,144	-0.7%	-$26.7K	0.81%	51
2025 Q2	$3.73M	Buy	159,685 +8,022	+5%	+$186K	0.99%	46
2025 Q1	$3.52M	Buy	151,663 +20,575	+16%	+$481K	1%	37
2024 Q4	$3.05M	Buy	131,088 +2,232	+2%	+$52.2K	1.08%	33
2024 Q3	$3.02M	Buy	128,856 +8,799	+7%	+$205K	0.98%	37
2024 Q2	$2.77M	Sell	120,057 -2,589	-2%	-$59.8K	0.91%	40
2024 Q1	$2.84M	Buy	122,646 +6,114	+5%	+$141K	0.9%	42
2023 Q4	$2.7M	Sell	116,532 -8,733	-7%	-$199K	0.99%	40
2023 Q3	$2.83M	Buy	125,265 +9,906	+9%	+$226K	1.16%	32
2023 Q2	$2.63M	Sell	115,359 -3,136	-3%	-$71.2K	1.05%	34
2023 Q1	$2.71M	Buy	118,495 +4,301	+4%	+$98K	1.49%	28
2022 Q4	$2.57M	Buy	+114,194	New	+$2.57M	1.76%	23

Other funds holding BSJQ

MCP

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RPg Family Wealth Advisory's BSJQ Position: Q1 2026 in Review

RPg Family Wealth Advisory increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 3% in Q1 2026, buying an estimated $107K and bringing the position to 159,860 shares worth $3.7M. The position accounts for 0.77% of the portfolio, ranked #46.

RPg Family Wealth Advisory first reported a position in BSJQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.73M in Q2 2025. 196 funds tracked by Wall St. Rank hold BSJQ as of Q1 2026.

RPg Family Wealth Advisory held 159,860 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $3.7M as of Q1 2026.
RPg Family Wealth Advisory bought 4,615 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $107K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.77% of RPg Family Wealth Advisory's portfolio in Q1 2026, its #46 holding.
RPg Family Wealth Advisory first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
RPg Family Wealth Advisory's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $3.73M in Q2 2025.
196 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2026, filed 14 May 2026.