Wealthcare Advisory Partners’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Wealthcare Advisory Partners’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
2024 Q1	–	Sell	-9,537	Closed	-$221K	–	804
2023 Q4	$221K	Hold	9,537	–	–	0.01%	696
2023 Q3	$216K	Buy	9,537 +4	+0%	+$91	0.01%	639
2023 Q2	$217K	Hold	9,533	–	–	0.01%	652
2023 Q1	$218K	Buy	+9,533	New	+$217K	0.01%	669
2021 Q2	–	Sell	-645	Closed	-$17K	–	717
2021 Q1	$17K	Buy	+645	New	+$16.5K	﹤0.01%	1259
2020 Q2	–	Sell	-645	Closed	-$14K	–	442
2020 Q1	$14K	Hold	645	–	–	﹤0.01%	816
2019 Q4	$17K	Buy	+645	New	+$16.7K	﹤0.01%	803

Other funds holding BSJQ

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

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

IWP

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Wealthcare Advisory Partners's BSJQ Position: Q1 2024 in Review

Wealthcare Advisory Partners sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q1 2024, closing a stake of 9,537 shares — an estimated $221K sold.

Wealthcare Advisory Partners first reported a position in BSJQ in Q4 2019 and held it in 7 quarters. The position peaked at $221K in Q4 2023. 116 funds tracked by Wall St. Rank hold BSJQ as of Q1 2024.

Wealthcare Advisory Partners reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Wealthcare Advisory Partners sold 9,537 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2024, an estimated $221K.
Wealthcare Advisory Partners first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2019 and held it in 7 quarters.
Wealthcare Advisory Partners's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $221K in Q4 2023.
116 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2024, filed 15 Apr 2024.