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

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

Straight Path Wealth Management's BSJQ Position: Q1 2023 in Review

Straight Path Wealth Management sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q1 2023, closing a stake of 25,377 shares — an estimated $571K sold.

Straight Path Wealth Management first reported a position in BSJQ in Q4 2021 and held it in 5 quarters. The position peaked at $571K in Q4 2022. 83 funds tracked by Wall St. Rank hold BSJQ as of Q1 2023.

Straight Path Wealth Management reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Straight Path Wealth Management sold 25,377 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2023, an estimated $571K.
Straight Path Wealth Management first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
Straight Path Wealth Management's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $571K in Q4 2022.
83 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2023.

Based on Straight Path Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.