Whitener Capital Management’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Whitener Capital Management’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
2019 Q4	–	Sell	-1,875	Closed	-$48K	–	182
2019 Q3	$48K	Hold	1,875	–	–	0.03%	229
2019 Q2	$48K	Hold	1,875	–	–	0.03%	230
2019 Q1	$47K	Buy	+1,875	New	+$46.4K	0.03%	222

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WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return

Bank of America

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Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return