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Invesco BulletShares 2026 HY Corp Bd ETF BSJQ

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis BSJQ

Will BSJQ outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BSJQ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BSJQ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BSJQ’s parent organization’s priorities and whether they’re in line with investors’ interests.

Invesco BulletShares 2026 HY Corp Bd ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BSJQ

More BSJQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HUB International Ltd. 7.25%

3.84 20.1 Mil
Corporate

Western Digital Corp. 4.75%

2.59 13.6 Mil
Corporate

DISH DBS Corporation 5.25%

2.49 13.1 Mil
Corporate

Connect Finco SARL/Connect US Finco LLC 6.75%

2.30 12.1 Mil
Corporate

Newell Brands Inc. 5.7%

2.26 11.8 Mil
Corporate

United Air Lines, Inc. 4.375%

2.23 11.7 Mil
Corporate

OneMain Financial Corporation 7.125%

1.87 9.8 Mil
Corporate

Allied Universal Holdco LLC / Allied Universal Finance Corporation 6.625%

1.67 8.7 Mil
Corporate

New Fortress Energy Inc. 6.5%

1.59 8.3 Mil
Corporate

Carnival Corporation 7.625%

1.57 8.2 Mil
Corporate