SS
BSJQ icon

Sound Stewardship’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Sound Stewardship’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 		$1.35M Buy
58,865
+843
+1% +$19.5K 0.56% 28
2026
Q1 		$1.34M Buy
58,022
+1,716
+3% +$39.9K 0.62% 27
2025
Q4 		$1.31M Buy
56,306
+3,493
+7% +$81.7K 0.63% 27
2025
Q3 		$1.24M Buy
52,813
+2,073
+4% +$48.5K 0.59% 26
2025
Q2 		$1.18M Buy
50,740
+554
+1% +$12.9K 0.61% 27
2025
Q1 		$1.16M Buy
50,186
+893
+2% +$20.9K 0.66% 27
2024
Q4 		$1.15M Buy
49,293
+771
+2% +$18K 0.68% 28
2024
Q3 		$1.14M Buy
48,522
+861
+2% +$20.1K 0.64% 28
2024
Q2 		$1.1M Sell
47,661
-179
-0.4% -$4.13K 0.67% 28
2024
Q1 		$1.11M Sell
47,840
-39,956
-46% -$924K 0.67% 28
2023
Q4 		$2.03M Sell
87,796
-5,735
-6% -$131K 1.34% 26
2023
Q3 		$2.12M Sell
93,531
-512
-0.5% -$11.7K 1.42% 28
2023
Q2 		$2.14M Buy
94,043
+2,259
+2% +$51.3K 1.41% 28
2023
Q1 		$2.1M Buy
91,784
+2,429
+3% +$55.3K 1.41% 29
2022
Q4 		$2.01M Buy
+89,355
New +$2.01M 1.49% 29

Other funds holding BSJQ

MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
AIS
Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return