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 $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

Sound Stewardship's BSJQ Position: Q2 2026 in Review

Sound Stewardship increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 1.5% in Q2 2026, buying an estimated $19.5K and bringing the position to 58,865 shares worth $1.35M. The position accounts for 0.56% of the portfolio, ranked #28.

Sound Stewardship first reported a position in BSJQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.14M in Q2 2023. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Sound Stewardship held 58,865 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $1.35M as of Q2 2026.
Sound Stewardship bought 843 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $19.5K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.56% of Sound Stewardship's portfolio in Q2 2026, its #28 holding.
Sound Stewardship first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Sound Stewardship's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $2.14M in Q2 2023.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.