Morgan Stanley’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Morgan Stanley’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
2026 Q1	$33.9M	Sell	1,463,565 -85,953	-6%	-$2M	﹤0.01%	2482
2025 Q4	$36.2M	Sell	1,549,518 -21,038	-1%	-$492K	﹤0.01%	2399
2025 Q3	$36.8M	Buy	1,570,556 +48,425	+3%	+$1.13M	﹤0.01%	2289
2025 Q2	$35.5M	Sell	1,522,131 -58,363	-4%	-$1.35M	﹤0.01%	2239
2025 Q1	$36.7M	Buy	1,580,494 +97,791	+7%	+$2.29M	﹤0.01%	2104
2024 Q4	$34.5M	Buy	1,482,703 +125,352	+9%	+$2.93M	﹤0.01%	2190
2024 Q3	$31.8M	Buy	1,357,351 +241,968	+22%	+$5.64M	﹤0.01%	2307
2024 Q2	$25.7M	Buy	1,115,383 +95,020	+9%	+$2.19M	﹤0.01%	2392
2024 Q1	$23.7M	Buy	1,020,363 +108,073	+12%	+$2.5M	﹤0.01%	2515
2023 Q4	$21.1M	Buy	912,290 +606,791	+199%	+$13.8M	﹤0.01%	3290
2023 Q3	$6.91M	Buy	305,499 +25,384	+9%	+$579K	﹤0.01%	3464
2023 Q2	$6.39M	Sell	280,115 -84,216	-23%	-$1.91M	﹤0.01%	3576
2023 Q1	$8.33M	Buy	364,331 +37,841	+12%	+$862K	﹤0.01%	3314
2022 Q4	$7.35M	Buy	326,490 +45,610	+16%	+$1.03M	﹤0.01%	3383
2022 Q3	$6.15M	Buy	280,880 +82,716	+42%	+$1.89M	﹤0.01%	3494
2022 Q2	$4.4M	Sell	198,164 -4,801	-2%	-$112K	﹤0.01%	3875
2022 Q1	$4.96M	Buy	202,965 +9,460	+5%	+$235K	﹤0.01%	3695
2021 Q4	$4.96M	Buy	193,505 +5,428	+3%	+$139K	﹤0.01%	3727
2021 Q3	$4.83M	Buy	188,077 +97,925	+109%	+$2.52M	﹤0.01%	3752
2021 Q2	$2.33M	Buy	90,152 +37,341	+71%	+$960K	﹤0.01%	4519
2021 Q1	$1.35M	Buy	52,811 +16,913	+47%	+$433K	﹤0.01%	4535
2020 Q4	$919K	Buy	35,898 +9,056	+34%	+$227K	﹤0.01%	4720
2020 Q3	$658K	Buy	26,842 +7,398	+38%	+$183K	﹤0.01%	4487
2020 Q2	$463K	Buy	19,444 +17,922	+1,178%	+$419K	﹤0.01%	4638
2020 Q1	$34K	Buy	1,522 +1,122	+281%	+$28K	﹤0.01%	5595
2019 Q4	$10K	Buy	400 +200	+100%	+$5.17K	﹤0.01%	6255
2019 Q3	$5K	Buy	+200	New	+$5.14K	﹤0.01%	6359

Other funds holding BSJQ

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley's BSJQ Position: Q1 2026 in Review

Morgan Stanley reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 5.5% in Q1 2026, selling an estimated $2M and leaving 1,463,565 shares worth $33.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2482.

Morgan Stanley first reported a position in BSJQ in Q3 2019 and has held it in 27 quarters since. The position peaked at $36.8M in Q3 2025. 196 funds tracked by Wall St. Rank hold BSJQ as of Q1 2026.

Morgan Stanley held 1,463,565 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $33.9M as of Q1 2026.
Morgan Stanley sold 85,953 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $2M.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2482 holding.
Morgan Stanley first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q3 2019 and has held it in 27 quarters since.
Morgan Stanley's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $36.8M in Q3 2025.
196 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.