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Zacks Investment Management’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Zacks Investment 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
2023
Q3 		– Sell
-19,766
Closed -$451K – 614
2023
Q2 		$451K Hold
19,766
– – 0.01% 466
2023
Q1 		$452K Buy
+19,766
New +$450K 0.01% 462

Other funds holding BSJQ

IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Zacks Investment Management's BSJQ Position: Q3 2023 in Review

Zacks Investment Management sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q3 2023, closing a stake of 19,766 shares — an estimated $451K sold.

Zacks Investment Management first reported a position in BSJQ in Q1 2023 and held it in 2 quarters. The position peaked at $452K in Q1 2023. 98 funds tracked by Wall St. Rank hold BSJQ as of Q3 2023.

  • Zacks Investment Management reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Zacks Investment Management sold 19,766 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q3 2023, an estimated $451K.
  • Zacks Investment Management first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q1 2023 and held it in 2 quarters.
  • Zacks Investment Management's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $452K in Q1 2023.
  • 98 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q3 2023.

Based on Zacks Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.