Wagner Wealth Management (Pennsylvania)’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Wagner Wealth Management (Pennsylvania)’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	$952K	Buy	41,462 +2,550	+7%	+$58.9K	0.77%	38
2026 Q1	$902K	Buy	38,912 +3,328	+9%	+$77.4K	0.81%	34
2025 Q4	$831K	Buy	+35,584	New	+$832K	0.82%	43

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 40.91% 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

Wagner Wealth Management (Pennsylvania)'s BSJQ Position: Q2 2026 in Review

Wagner Wealth Management (Pennsylvania) increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 6.6% in Q2 2026, buying an estimated $58.9K and bringing the position to 41,462 shares worth $952K. The position accounts for 0.77% of the portfolio, ranked #38.

Wagner Wealth Management (Pennsylvania) first reported a position in BSJQ in Q4 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Wagner Wealth Management (Pennsylvania) held 41,462 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $952K as of Q2 2026.
Wagner Wealth Management (Pennsylvania) bought 2,550 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $58.9K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.77% of Wagner Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #38 holding.
Wagner Wealth Management (Pennsylvania) first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Wagner Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 10 Aug 2026.