WHCI
BSJQ icon

W.H. Cornerstone Investments’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

W.H. Cornerstone Investments’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
2023
Q4 		– Sell
-9,757
Closed -$221K – 131
2023
Q3 		$221K Sell
9,757
-771
-7% -$17.6K 0.19% 119
2023
Q2 		$240K Sell
10,528
-1,274
-11% -$28.9K 0.21% 105
2023
Q1 		$270K Buy
11,802
+42
+0.4% +$956 0.25% 99
2022
Q4 		$273K Buy
11,760
+1,010
+9% +$22.8K 0.26% 96
2022
Q3 		$236K Buy
+10,750
New +$245K 0.25% 97

Other funds holding BSJQ

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $247M AUM 16.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $573M AUM 13.51% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $624M AUM 23.85% 1-Year Est. Return