United Capital Financial Advisors’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

United Capital Financial Advisors’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	$9.14M	Sell	394,158 -14,786	-4%	-$344K	0.06%	252
2025 Q4	$9.54M	Buy	408,944 +56,630	+16%	+$1.32M	0.06%	246
2025 Q3	$8.25M	Buy	352,314 +4,621	+1%	+$108K	0.06%	239
2025 Q2	$8.11M	Sell	347,693 -10,968	-3%	-$254K	0.07%	225
2025 Q1	$8.32M	Buy	358,661 +22,854	+7%	+$534K	0.07%	210
2024 Q4	$7.81M	Buy	+335,807	New	+$7.86M	0.07%	209
2020 Q4	–	Sell	-26,731	Closed	-$656K	–	1195
2020 Q3	$656K	Sell	26,731 -287,577	-91%	-$7.1M	﹤0.01%	768
2020 Q2	$7.48M	Sell	314,308 -156,311	-33%	-$3.65M	0.05%	297
2020 Q1	$10.4M	Buy	470,619 +4,242	+0.9%	+$106K	0.09%	230
2019 Q4	$12.2M	Buy	+466,377	New	+$12.1M	0.08%	276

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 $377B AUM 19.32% 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

United Capital Financial Advisors's BSJQ Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 3.6% in Q1 2026, selling an estimated $344K and leaving 394,158 shares worth $9.14M. The position accounts for 0.06% of the portfolio, ranked #252.

United Capital Financial Advisors first reported a position in BSJQ in Q4 2019 and has held it in 10 quarters since. The position peaked at $12.2M in Q4 2019. 196 funds tracked by Wall St. Rank hold BSJQ as of Q1 2026.

United Capital Financial Advisors held 394,158 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $9.14M as of Q1 2026.
United Capital Financial Advisors sold 14,786 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $344K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.06% of United Capital Financial Advisors's portfolio in Q1 2026, its #252 holding.
United Capital Financial Advisors first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2019 and has held it in 10 quarters since.
United Capital Financial Advisors's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $12.2M in Q4 2019.
196 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.