Filing Details
COLLECTIVE FAMILY OFFICE LLC, a registered investment adviser, reduced its position in Invesco BulletShares 2026 High Yield Corporate Bond ETF (NASDAQ:BSJQ) during Q2 2026, according to its most recent 13F filing with the Securities and Exchange Commission.
The firm sold 93,025 shares of the Financial Services company, reducing its total holdings to 666,309 shares valued at approximately $15.3M as of the filing date. This represents a 12.2% decrease in the position.
Market Context
Invesco BulletShares 2026 High Yield Corporate Bond ETF's stock currently trades at $22.95 with a market capitalization of $1.2B.
Institutional selling doesn't always signal a bearish outlook. Large funds regularly trim positions for portfolio rebalancing, client redemptions, or to lock in gains. That said, when a major holder like COLLECTIVE FAMILY OFFICE LLC reduces exposure to Invesco BulletShares 2026 High Yield Corporate Bond ETF, it's worth monitoring whether other institutions are making similar moves.
Financial sector holdings are closely tied to interest rate expectations and economic outlook. Institutional moves in Invesco BulletShares 2026 High Yield Corporate Bond ETF may reflect broader views on credit conditions and banking sector profitability.
Investors should note that 13F filings reflect holdings as of the end of the reporting quarter and are filed up to 45 days later. The position may have changed since the filing date. 13F data is most useful when analyzed alongside other signals such as insider transactions, analyst ratings, and fundamental trends.
Related Tools: Insider Trades Tracker | View BSJQ Stock Page
Frequently Asked Questions
What is a 13F filing?
A 13F filing is a quarterly SEC report required for institutional managers with over $100 million in assets. It discloses equity holdings, providing transparency into how firms like COLLECTIVE FAMILY OFFICE LLC position their portfolios.
How can I track institutional ownership of BSJQ?
View all institutional holders on our BSJQ institutional ownership page.