UBS Group’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

UBS Group’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	$13.7M	Sell	598,155 -1,807,742	-75%	-$41.8M	﹤0.01%	3085
2026 Q1	$55.8M	Buy	2,405,897 +40,846	+2%	+$950K	0.01%	1539
2025 Q4	$55.2M	Sell	2,365,051 -41,092	-2%	-$961K	0.01%	1513
2025 Q3	$56.3M	Buy	2,406,143 +74,929	+3%	+$1.75M	0.01%	1507
2025 Q2	$54.4M	Buy	2,331,214 +85,254	+4%	+$1.98M	0.01%	1446
2025 Q1	$52.1M	Buy	2,245,960 +60,351	+3%	+$1.41M	0.01%	1446
2024 Q4	$50.9M	Buy	2,185,609 +1,530,905	+234%	+$35.8M	0.01%	1449
2024 Q3	$15.4M	Buy	654,704 +147,417	+29%	+$3.43M	﹤0.01%	2037
2024 Q2	$11.7M	Sell	507,287 -600,868	-54%	-$13.9M	﹤0.01%	2095
2024 Q1	$25.7M	Buy	1,108,155 +166,778	+18%	+$3.86M	0.01%	1497
2023 Q4	$21.8M	Buy	941,377 +658,054	+232%	+$15M	0.01%	1532
2023 Q3	$6.41M	Buy	283,323 +9,683	+4%	+$221K	﹤0.01%	2342
2023 Q2	$6.24M	Buy	273,640 +65,590	+32%	+$1.49M	﹤0.01%	2366
2023 Q1	$4.76M	Buy	208,050 +13,548	+7%	+$309K	﹤0.01%	2565
2022 Q4	$4.38M	Buy	194,502 +36,723	+23%	+$827K	﹤0.01%	2630
2022 Q3	$3.45M	Buy	157,779 +21,799	+16%	+$497K	﹤0.01%	2679
2022 Q2	$3.02M	Sell	135,980 -475,046	-78%	-$11.1M	﹤0.01%	2790
2022 Q1	$14.9M	Buy	611,026 +80,828	+15%	+$2.01M	0.01%	1651
2021 Q4	$13.6M	Buy	530,198 +5,500	+1%	+$141K	﹤0.01%	1874
2021 Q3	$13.5M	Buy	524,698 +394,525	+303%	+$10.2M	﹤0.01%	1823
2021 Q2	$3.36M	Buy	130,173 +897	+0.7%	+$23.1K	﹤0.01%	3075
2021 Q1	$3.31M	Sell	129,276 -3,531	-3%	-$90.3K	﹤0.01%	3026
2020 Q4	$3.4M	Buy	132,807 +1,561	+1%	+$39.2K	﹤0.01%	2866
2020 Q3	$3.22M	Buy	131,246 +601	+0.5%	+$14.8K	﹤0.01%	2608
2020 Q2	$3.11M	Buy	130,645 +113,376	+657%	+$2.65M	﹤0.01%	2464
2020 Q1	$382K	Buy	17,269 +14,428	+508%	+$360K	﹤0.01%	4199
2019 Q4	$74K	Buy	+2,841	New	+$73.4K	﹤0.01%	6149

Other funds holding BSJQ

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 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 40.91% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group's BSJQ Position: Q2 2026 in Review

UBS Group reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 75% in Q2 2026, selling an estimated $41.8M and leaving 598,155 shares worth $13.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3085.

UBS Group first reported a position in BSJQ in Q4 2019 and has held it in 27 quarters since. The position peaked at $56.3M in Q3 2025. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

UBS Group held 598,155 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $13.7M as of Q2 2026.
UBS Group sold 1,807,742 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $41.8M.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3085 holding.
UBS Group first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
UBS Group's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $56.3M in Q3 2025.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.