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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
Q3 		$1.38M Buy
60,595
+1,730
+3% +$39.6K 0.56% 30
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 $859M AUM 41.74% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
BCI
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Sound Stewardship's BSJQ Position: Q3 2026 in Review

Sound Stewardship increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 2.9% in Q3 2026, buying an estimated $39.6K and bringing the position to 60,595 shares worth $1.38M. The position accounts for 0.56% of the portfolio, ranked #30.

Sound Stewardship first reported a position in BSJQ in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.14M in Q2 2023. 19 funds tracked by Wall St. Rank hold BSJQ as of Q3 2026.

  • Sound Stewardship held 60,595 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $1.38M as of Q3 2026.
  • Sound Stewardship bought 1,730 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $39.6K.
  • Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.56% of Sound Stewardship's portfolio in Q3 2026, its #30 holding.
  • Sound Stewardship first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Sound Stewardship's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $2.14M in Q2 2023.
  • 19 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.