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Steward Partners Investment Advisory’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$258K Sell
11,121
-19,931
-64% -$464K ﹤0.01% 1891
2025
Q4 		$725K Sell
31,052
-685
-2% -$16K ﹤0.01% 1229
2025
Q3 		$743K Buy
31,737
+16,053
+102% +$375K ﹤0.01% 1185
2025
Q2 		$366K Sell
15,684
-55,362
-78% -$1.28M ﹤0.01% 1448
2025
Q1 		$1.65M Sell
71,046
-12,372
-15% -$289K 0.01% 726
2024
Q4 		$1.94M Buy
83,418
+6,298
+8% +$147K 0.02% 649
2024
Q3 		$1.81M Sell
77,120
-9,435
-11% -$220K 0.02% 665
2024
Q2 		$2M Buy
86,555
+13,895
+19% +$321K 0.02% 585
2024
Q1 		$1.68M Buy
72,660
+56,093
+339% +$1.3M 0.02% 628
2023
Q4 		$383K Buy
16,567
+2,031
+14% +$46.3K 0.01% 1114
2023
Q3 		$329K Sell
14,536
-208,635
-93% -$4.76M 0.01% 1092
2023
Q2 		$5.09M Buy
223,171
+186,472
+508% +$4.24M 0.08% 259
2023
Q1 		$839K Buy
36,699
+26,835
+272% +$611K 0.01% 752
2022
Q4 		$222K Sell
9,864
-589
-6% -$13.3K ﹤0.01% 1199
2022
Q3 		$229K Buy
10,453
+87
+0.8% +$1.98K ﹤0.01% 1149
2022
Q2 		$230K Sell
10,366
-97
-0.9% -$2.27K ﹤0.01% 1153
2022
Q1 		$256K Sell
10,463
-222
-2% -$5.51K ﹤0.01% 1197
2021
Q4 		$274K Buy
10,685
+1,141
+12% +$29.2K ﹤0.01% 1179
2021
Q3 		$245K Sell
9,544
-5,489
-37% -$141K ﹤0.01% 1191
2021
Q2 		$388K Buy
15,033
+7,569
+101% +$195K 0.01% 1043
2021
Q1 		$191K Buy
7,464
+6,508
+681% +$166K ﹤0.01% 1328
2020
Q4 		$24K Buy
+956
New +$24K ﹤0.01% 1980

Other funds holding BSJQ

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Partners Investment Advisory's BSJQ Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 64% in Q1 2026, selling an estimated $464K and leaving 11,121 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1891.

Steward Partners Investment Advisory first reported a position in BSJQ in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.09M in Q2 2023. 196 funds tracked by Wall St. Rank hold BSJQ as of Q1 2026.

  • Steward Partners Investment Advisory held 11,121 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $258K as of Q1 2026.
  • Steward Partners Investment Advisory sold 19,931 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $464K.
  • Invesco BulletShares 2026 High Yield Corporate Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1891 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Steward Partners Investment Advisory's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $5.09M in Q2 2023.
  • 196 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.