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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.

A strong management team and sound investment process underpin Invesco BulletShares 2026 HY Corp Bd ETF's 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 0
  • Bond Holdings 166
  • Other Holdings 3
  • % Assets in Top 10 Holdings 18.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mauser Packaging Solutions Holding Company 7.875%

2.53
7,662,734
Corporate

DISH DBS Corporation 5.25%

2.20
6,676,789
Corporate

NGL Energy Operating LLC/ NGL Energy Finance Corp 7.5%

2.03
6,140,165
Corporate

Tenet Healthcare Corporation 4.875%

1.91
5,775,575
Corporate

Invesco Shrt-Trm Inv Gov&Agcy Instl

1.82
5,519,748
Cash and Equivalents

Connect Finco SARL/Connect US Finco LLC 6.75%

1.79
5,417,874
Corporate

Newell Brands Inc. 4.7%

1.78
5,403,343
Corporate

United Air Lines, Inc. 4.375%

1.76
5,331,058
Corporate

Allied Universal Holdco LLC / Allied Universal Finance Corporation 6.625%

1.76
5,325,915
Corporate

HUB International Ltd.

1.53
4,637,803
Corporate