Shufro Rose & Co’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Shufro Rose & Co’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	–	Sell	-21,500	Closed	-$498K	–	320
2026 Q1	$498K	Hold	21,500	–	–	0.03%	188
2025 Q4	$502K	Buy	21,500 +1,000	+5%	+$23.4K	0.03%	181
2025 Q3	$475K	Hold	20,500	–	–	0.04%	188
2025 Q2	$475K	Hold	20,500	–	–	0.04%	184
2025 Q1	$475K	Hold	20,500	–	–	0.04%	187
2024 Q4	$477K	Sell	20,500 -1,000	-5%	-$23.4K	0.04%	175
2024 Q3	$496K	Hold	21,500	–	–	0.04%	173
2024 Q2	$496K	Buy	21,500 +11,000	+105%	+$254K	0.04%	173
2024 Q1	$243K	Hold	10,500	–	–	0.02%	253
2023 Q4	$238K	Hold	10,500	–	–	0.02%	247
2023 Q3	$238K	Hold	10,500	–	–	0.02%	247
2023 Q2	$239K	Buy	+10,500	New	+$239K	0.02%	251

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

Shufro Rose & Co's BSJQ Position: Q2 2026 in Review

Shufro Rose & Co sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q2 2026, closing a stake of 21,500 shares — an estimated $498K sold.

Shufro Rose & Co first reported a position in BSJQ in Q2 2023 and held it in 12 quarters. The position peaked at $502K in Q4 2025. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Shufro Rose & Co reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Shufro Rose & Co sold 21,500 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $498K.
Shufro Rose & Co first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q2 2023 and held it in 12 quarters.
Shufro Rose & Co's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $502K in Q4 2025.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.