Spire Wealth Management’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Spire Wealth Management’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 Q1	–	Sell	-3,049	Closed	-$69K	–	2486
2022 Q4	$69K	Hold	3,049	–	–	﹤0.01%	871
2022 Q3	$67K	Hold	3,049	–	–	﹤0.01%	849
2022 Q2	$68K	Hold	3,049	–	–	﹤0.01%	1174
2022 Q1	$75K	Hold	3,049	–	–	﹤0.01%	1283
2021 Q4	$78K	Hold	3,049	–	–	﹤0.01%	1514
2021 Q3	$78K	Hold	3,049	–	–	﹤0.01%	1285
2021 Q2	$79K	Hold	3,049	–	–	﹤0.01%	1290
2021 Q1	$78K	Buy	+3,049	New	+$78K	﹤0.01%	1501

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

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

SIC

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

IWC

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Spire Wealth Management's BSJQ Position: Q1 2023 in Review

Spire Wealth Management sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q1 2023, closing a stake of 3,049 shares — an estimated $69K sold.

Spire Wealth Management first reported a position in BSJQ in Q1 2021 and held it in 8 quarters. The position peaked at $79K in Q2 2021. 83 funds tracked by Wall St. Rank hold BSJQ as of Q1 2023.

Spire Wealth Management reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 3,049 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2023, an estimated $69K.
Spire Wealth Management first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q1 2021 and held it in 8 quarters.
Spire Wealth Management's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $79K in Q2 2021.
83 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.