Valtinson Bruner Financial Planning’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Valtinson Bruner Financial Planning’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	$339K	Buy	14,784 +110	+0.7%	+$2.54K	0.09%	121
2026 Q1	$340K	Sell	14,674 -3,228	-18%	-$75.1K	0.09%	108
2025 Q4	$418K	Sell	17,902 -223	-1%	-$5.21K	0.12%	91
2025 Q3	$424K	Buy	18,125 +768	+4%	+$18K	0.13%	93
2025 Q2	$405K	Buy	17,357 +472	+3%	+$11K	0.13%	88
2025 Q1	$392K	Buy	16,885 +2,237	+15%	+$52.3K	0.13%	85
2024 Q4	$341K	Buy	+14,648	New	+$343K	0.12%	103

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 40.89% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Valtinson Bruner Financial Planning's BSJQ Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 0.75% in Q2 2026, buying an estimated $2.54K and bringing the position to 14,784 shares worth $339K. The position accounts for 0.09% of the portfolio, ranked #121.

Valtinson Bruner Financial Planning first reported a position in BSJQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $424K in Q3 2025. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Valtinson Bruner Financial Planning held 14,784 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $339K as of Q2 2026.
Valtinson Bruner Financial Planning bought 110 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.54K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.09% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #121 holding.
Valtinson Bruner Financial Planning first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Valtinson Bruner Financial Planning's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $424K 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 Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.