Siligmueller & Norvid Wealth Advisors’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Siligmueller & Norvid Wealth Advisors’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
2025 Q3	–	Sell	-12,725	Closed	-$297K	–	170
2025 Q2	$297K	Sell	12,725 -10,893	-46%	-$253K	0.12%	83
2025 Q1	$548K	Buy	23,618 +152	+0.6%	+$3.55K	0.23%	69
2024 Q4	$546K	Buy	+23,466	New	+$549K	0.23%	70

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's BSJQ Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q3 2025, closing a stake of 12,725 shares — an estimated $297K sold.

Siligmueller & Norvid Wealth Advisors first reported a position in BSJQ in Q4 2024 and held it in 3 quarters. The position peaked at $548K in Q1 2025. 182 funds tracked by Wall St. Rank hold BSJQ as of Q3 2025.

Siligmueller & Norvid Wealth Advisors reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Siligmueller & Norvid Wealth Advisors sold 12,725 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q3 2025, an estimated $297K.
Siligmueller & Norvid Wealth Advisors first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
Siligmueller & Norvid Wealth Advisors's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $548K in Q1 2025.
182 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.