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

Straight Path 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	-25,377	Closed	-$571K	–	76
2022 Q4	$571K	Buy	25,377 +565	+2%	+$12.7K	0.55%	30
2022 Q3	$543K	Buy	24,812 +4,664	+23%	+$106K	0.49%	35
2022 Q2	$447K	Buy	20,148 +6,002	+42%	+$140K	0.44%	42
2022 Q1	$346K	Buy	14,146 +380	+3%	+$9.44K	0.29%	45
2021 Q4	$353K	Buy	+13,766	New	+$352K	0.31%	49

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