Strait & Sound Wealth Management’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Strait & Sound 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
2026 Q2	$2.54M	Buy	110,818 +16,835	+18%	+$389K	0.89%	26
2026 Q1	$2.18M	Buy	93,983 +8,304	+10%	+$193K	0.81%	28
2025 Q4	$2M	Buy	85,679 +12,539	+17%	+$293K	0.74%	33
2025 Q3	$1.71M	Buy	73,140 +9,462	+15%	+$221K	0.66%	38
2025 Q2	$1.49M	Buy	63,678 +17,549	+38%	+$407K	0.63%	37
2025 Q1	$1.07M	Buy	46,129 +35,875	+350%	+$838K	0.5%	44
2024 Q4	$239K	Buy	+10,254	New	+$240K	0.11%	133

Other funds holding BSJQ

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Strait & Sound Wealth Management's BSJQ Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 18% in Q2 2026, buying an estimated $389K and bringing the position to 110,818 shares worth $2.54M. The position accounts for 0.89% of the portfolio, ranked #26.

Strait & Sound Wealth Management first reported a position in BSJQ in Q4 2024 and has held it in 7 quarters since. 188 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Strait & Sound Wealth Management held 110,818 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $2.54M as of Q2 2026.
Strait & Sound Wealth Management bought 16,835 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $389K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.89% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #26 holding.
Strait & Sound Wealth Management first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
188 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.