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Stratos Wealth Partners’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Stratos Wealth Partners’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 		$376K Buy
16,211
+186
+1% +$4.33K ﹤0.01% 1198
2025
Q4 		$374K Buy
16,025
+700
+5% +$16.4K ﹤0.01% 1165
2025
Q3 		$359K Buy
15,325
+4,688
+44% +$110K ﹤0.01% 1167
2025
Q2 		$248K Buy
10,637
+1,882
+21% +$43.7K ﹤0.01% 1219
2025
Q1 		$203K Sell
8,755
-913
-9% -$21.3K ﹤0.01% 1270
2024
Q4 		$225K Buy
9,668
+1,097
+13% +$25.7K ﹤0.01% 1289
2024
Q3 		$201K Buy
+8,571
New +$200K ﹤0.01% 1342
2021
Q3 		– Sell
-9,065
Closed -$234K – 1193
2021
Q2 		$234K Hold
9,065
– – 0.01% 1059
2021
Q1 		$232K Buy
9,065
+115
+1% +$2.94K 0.01% 978
2020
Q4 		$229K Buy
+8,950
New +$225K 0.01% 956

Other funds holding BSJQ

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UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $501B 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