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

WESPAC 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
Q1 		$245K Sell
10,557
-1,633
-13% -$38K 0.13% 154
2025
Q4 		$285K Sell
12,190
-342
-3% -$8K 0.15% 137
2025
Q3 		$293K Buy
12,532
+122
+1% +$2.85K 0.17% 147
2025
Q2 		$290K Hold
12,410
– – 0.2% 141
2025
Q1 		$288K Sell
12,410
-1,063
-8% -$24.8K 0.23% 125
2024
Q4 		$314K Buy
13,473
+1,505
+13% +$35.2K 0.23% 134
2024
Q3 		$281K Hold
11,968
– – 0.21% 131
2024
Q2 		$276K Sell
11,968
-10,705
-47% -$247K 0.22% 130
2024
Q1 		$526K Sell
22,673
-1,660
-7% -$38.4K 0.31% 105
2023
Q4 		$563K Buy
24,333
+9,549
+65% +$218K 0.39% 82
2023
Q3 		$335K Buy
14,784
+2,182
+17% +$49.8K 0.25% 103
2023
Q2 		$287K Buy
+12,602
New +$286K 0.23% 100

Other funds holding BSJQ

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return