XML Financial’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

XML Financial’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	$220K	Buy	+9,575	New	+$221K	0.02%	423

Other funds holding BSJQ

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 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 40.91% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 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

XML Financial's BSJQ Position: Q2 2026 in Review

XML Financial opened a new position in Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q2 2026: 9,575 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #423 among its holdings.

187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

XML Financial held 9,575 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $220K as of Q2 2026.
Invesco BulletShares 2026 High Yield Corporate Bond ETF was a new XML Financial position in Q2 2026.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.02% of XML Financial's portfolio in Q2 2026, its #423 holding.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.