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

WealthSource 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
2023 Q4	$376K	Buy	+16,257	New	+$370K	0.02%	380

Other funds holding BSJQ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWP

Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

WealthSource Partners's BSJQ Position: Q4 2023 in Review

WealthSource Partners opened a new position in Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q4 2023: 16,257 shares worth $376K. The stake represents 0.02% of the portfolio and ranks #380 among its holdings.

113 funds tracked by Wall St. Rank hold BSJQ as of Q4 2023.

WealthSource Partners held 16,257 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $376K as of Q4 2023.
Invesco BulletShares 2026 High Yield Corporate Bond ETF was a new WealthSource Partners position in Q4 2023.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.02% of WealthSource Partners's portfolio in Q4 2023, its #380 holding.
113 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.