VestGen Advisors’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

VestGen 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 Q2	–	Sell	-16,152	Closed	-$374K	–	1096
2026 Q1	$374K	Sell	16,152 -2,571	-14%	-$59.8K	0.01%	758
2025 Q4	$437K	Sell	18,723 -10,732	-36%	-$251K	0.02%	513
2025 Q3	$689K	Buy	29,455 +790	+3%	+$18.5K	0.02%	425
2025 Q2	$669K	Buy	28,665 +290	+1%	+$6.73K	0.03%	384
2025 Q1	$658K	Buy	+28,375	New	+$663K	0.03%	349

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

VestGen Advisors's BSJQ Position: Q2 2026 in Review

VestGen Advisors sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q2 2026, closing a stake of 16,152 shares — an estimated $374K sold.

VestGen Advisors first reported a position in BSJQ in Q1 2025 and held it in 5 quarters. The position peaked at $689K in Q3 2025. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

VestGen Advisors reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
VestGen Advisors sold 16,152 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $374K.
VestGen Advisors first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q1 2025 and held it in 5 quarters.
VestGen Advisors's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $689K 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 VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.