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 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 $817M AUM 42.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Strait & Sound Wealth Management's BSJQ Position: Q1 2026 in Review

Strait & Sound Wealth Management increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 9.7% in Q1 2026, buying an estimated $193K and bringing the position to 93,983 shares worth $2.18M. The position accounts for 0.81% of the portfolio, ranked #28.

Strait & Sound Wealth Management first reported a position in BSJQ in Q4 2024 and has held it in 6 quarters since. 196 funds tracked by Wall St. Rank hold BSJQ as of Q1 2026.

Strait & Sound Wealth Management held 93,983 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $2.18M as of Q1 2026.
Strait & Sound Wealth Management bought 8,304 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $193K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.81% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #28 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 6 quarters since.
196 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.