United Capital Financial Advisors’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.11M | Sell |
347,693
-10,968
| -3% | -$256K | 0.07% | 224 |
|
|
2025
Q1 | $8.32M | Buy |
358,661
+22,854
| +7% | +$530K | 0.07% | 209 |
|
|
2024
Q4 | $7.81M | Buy |
+335,807
| New | +$7.81M | 0.07% | 208 |
|
|
2020
Q4 | – | Sell |
-26,731
| Closed | -$656K | – | 1186 |
|
|
2020
Q3 | $656K | Sell |
26,731
-287,577
| -91% | -$7.06M | ﹤0.01% | 765 |
|
|
2020
Q2 | $7.48M | Sell |
314,308
-156,311
| -33% | -$3.72M | 0.05% | 296 |
|
|
2020
Q1 | $10.4M | Buy |
470,619
+4,242
| +0.9% | +$93.7K | 0.09% | 229 |
|
|
2019
Q4 | $12.2M | Buy |
+466,377
| New | +$12.2M | 0.08% | 275 |
|