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

Insight Wealth Partners Plano, Texas $247M AUM 16.55% 1-Year Est. Return

Legacy Financial Group (Iowa)

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $573M AUM 13.51% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFE Investment Counsel Los Angeles, California $624M AUM 23.85% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return