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

Waverly 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	$212K	Sell	9,222 -32	-0.3%	-$740	﹤0.01%	1603
2026 Q1	$214K	Buy	9,254 +111	+1%	+$2.58K	﹤0.01%	1459
2025 Q4	$213K	Buy	9,143 +379	+4%	+$8.86K	﹤0.01%	1365
2025 Q3	$205K	Sell	8,764 -215	-2%	-$5.03K	﹤0.01%	1207
2025 Q2	$209K	Buy	8,979 +336	+4%	+$7.8K	﹤0.01%	1102
2025 Q1	$200K	Buy	+8,643	New	+$202K	﹤0.01%	1053

Other funds holding BSJQ

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 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 $484M AUM 13.93% 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

Waverly Advisors's BSJQ Position: Q2 2026 in Review

Waverly Advisors reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 0.35% in Q2 2026, selling an estimated $740 and leaving 9,222 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Waverly Advisors first reported a position in BSJQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $214K in Q1 2026. 188 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Waverly Advisors held 9,222 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $212K as of Q2 2026.
Waverly Advisors sold 32 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $740.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1603 holding.
Waverly Advisors first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Waverly Advisors's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $214K in Q1 2026.
188 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.