VSM Wealth Advisory’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

VSM Wealth Advisory’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
2025 Q1	–	Sell	-7,109	Closed	-$165K	–	496
2024 Q4	$165K	Buy	+7,109	New	+$166K	0.06%	98

Other funds holding BSJQ

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

VSM Wealth Advisory's BSJQ Position: Q1 2025 in Review

VSM Wealth Advisory sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q1 2025, closing a stake of 7,109 shares — an estimated $165K sold.

VSM Wealth Advisory first reported a position in BSJQ in Q4 2024 and held it in 1 quarter. The position peaked at $165K in Q4 2024. 171 funds tracked by Wall St. Rank hold BSJQ as of Q1 2025.

VSM Wealth Advisory reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
VSM Wealth Advisory sold 7,109 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2025, an estimated $165K.
VSM Wealth Advisory first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
VSM Wealth Advisory's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $165K in Q4 2024.
171 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2025.

Based on VSM Wealth Advisory's 13F filing for Q1 2025, filed 6 May 2025.