ETFs

Cwm LLC Increases Holdings in Invesco BulletShares 2026 High Yield Corporate Bond ETF

Published October 12, 2024

Cwm LLC has significantly increased its position in the Invesco BulletShares 2026 High Yield Corporate Bond ETF (NASDAQ:BSJQ) during the third quarter of 2024. According to reports, Cwm LLC raised its holdings by 21.6%, acquiring a total of 520,856 shares after purchasing an additional 92,554 shares in that quarter. As of its latest filing with the SEC, the value of Cwm LLC's investment stood at approximately $12.22 million.

Additionally, many other investors have participated in trading BSJQ. For instance, Cetera Investment Advisers established a new stake in the Invesco BulletShares 2026 ETF during the first quarter, valued at around $20.24 million. Meanwhile, Legacy Financial Group LLC greatly boosted its stake by an impressive 3,376.0% in the same quarter, now holding 632,731 shares valued at about $14.67 million after adding over 614,000 shares.

In the second quarter, Raymond James Financial Services Advisors Inc. also entered the market with a new investment in BSJQ worth approximately $13.36 million. Furthermore, Mirador Capital Partners LP expanded its holdings by 892.2% in the third quarter, acquiring 179,838 shares valued at about $4.22 million. Finally, GPM Growth Investors Inc. made a new purchase worth roughly $3.67 million during the second quarter.

Market Performance of Invesco BulletShares 2026 ETF

As for the trading performance of the Invesco BulletShares 2026 High Yield Corporate Bond ETF, the stock opened at $23.47. The current 50-day moving average for BSJQ is $23.35, while the 200-day moving average is $23.20. Over the past year, BSJQ has experienced a low of $22.21 and a high of $23.56.

Fund Overview of Invesco BulletShares 2026 ETF

The Invesco BulletShares 2026 High Yield Corporation Bond ETF, known as BSJQ, is an exchange-traded fund specializing in high-yield fixed income investments. It is designed to track a market-value-weighted index composed of high-yield corporate bonds that are expected to mature in 2026. This fund was introduced on August 9, 2018, and is under the management of Invesco.

Cwm, Investment, ETF