TWM
BSJQ icon

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

Topsail 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
2025
Q2 		– Sell
-6,390
Closed -$148K – 242
2025
Q1 		$148K Hold
6,390
– – 0.03% 142
2024
Q4 		$149K Buy
+6,390
New +$150K 0.03% 129

Other funds holding BSJQ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Topsail Wealth Management's BSJQ Position: Q2 2025 in Review

Topsail Wealth Management sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q2 2025, closing a stake of 6,390 shares — an estimated $148K sold.

Topsail Wealth Management first reported a position in BSJQ in Q4 2024 and held it in 2 quarters. The position peaked at $149K in Q4 2024. 179 funds tracked by Wall St. Rank hold BSJQ as of Q2 2025.

  • Topsail Wealth Management reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Topsail Wealth Management sold 6,390 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2025, an estimated $148K.
  • Topsail Wealth Management first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Topsail Wealth Management's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $149K in Q4 2024.
  • 179 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2025.

Based on Topsail Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.