SJS Investment Consulting’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

SJS Investment Consulting’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 Q2	–	Sell	-1,525	Closed	-$34.9K	–	1598
2023 Q1	$34.9K	Hold	1,525	–	–	0.01%	173
2022 Q4	$34.3K	Hold	1,525	–	–	0.01%	179
2022 Q3	$33K	Buy	+1,525	New	+$34.8K	0.01%	187
2022 Q1	$37K	Hold	1,525	–	–	0.01%	208
2021 Q4	$39K	Buy	+1,525	New	+$39K	0.01%	189

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

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

SIC

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

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

SJS Investment Consulting's BSJQ Position: Q2 2023 in Review

SJS Investment Consulting sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q2 2023, closing a stake of 1,525 shares — an estimated $34.9K sold.

SJS Investment Consulting first reported a position in BSJQ in Q4 2021 and held it in 5 quarters. The position peaked at $39K in Q4 2021. 90 funds tracked by Wall St. Rank hold BSJQ as of Q2 2023.

SJS Investment Consulting reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
SJS Investment Consulting sold 1,525 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $34.9K.
SJS Investment Consulting first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
SJS Investment Consulting's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $39K in Q4 2021.
90 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2023.

Based on SJS Investment Consulting's 13F filing for Q2 2023, filed 13 Jul 2023.