Sterling Financial Group’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Sterling Financial Group’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
2025 Q2	–	Sell	-1,208,421	Closed	-$28M	–	73
2025 Q1	$28M	Buy	1,208,421 +331,088	+38%	+$7.74M	10.1%	2
2024 Q4	$20.4M	Buy	+877,333	New	+$20.5M	7.6%	4

Other funds holding BSJQ

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Sterling Financial Group's BSJQ Position: Q2 2025 in Review

Sterling Financial Group sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q2 2025, closing a stake of 1,208,421 shares — an estimated $28M sold.

Sterling Financial Group first reported a position in BSJQ in Q4 2024 and held it in 2 quarters. The position peaked at $28M in Q1 2025. 179 funds tracked by Wall St. Rank hold BSJQ as of Q2 2025.

Sterling Financial Group reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Sterling Financial Group sold 1,208,421 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2025, an estimated $28M.
Sterling Financial Group first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
Sterling Financial Group's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $28M in Q1 2025.
179 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2025.

Based on Sterling Financial Group's 13F filing for Q2 2025, filed 10 Jul 2025.