Morgan Stanley’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Morgan Stanley’s Portfolio BSJR Stock Details BSJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.6M	Buy	1,147,775 +36,185	+3%	+$811K	﹤0.01%	2872
2026 Q1	$24.9M	Sell	1,111,590 -26,902	-2%	-$606K	﹤0.01%	2741
2025 Q4	$25.7M	Buy	1,138,492 +67,675	+6%	+$1.53M	﹤0.01%	2700
2025 Q3	$24.4M	Buy	1,070,817 +40,202	+4%	+$913K	﹤0.01%	2699
2025 Q2	$23.4M	Buy	1,030,615 +73,371	+8%	+$1.65M	﹤0.01%	2647
2025 Q1	$21.4M	Buy	957,244 +44,063	+5%	+$994K	﹤0.01%	2625
2024 Q4	$20.5M	Buy	913,181 +550,553	+152%	+$12.4M	﹤0.01%	2738
2024 Q3	$8.23M	Buy	362,628 +84,294	+30%	+$1.89M	﹤0.01%	3577
2024 Q2	$6.15M	Buy	278,334 +22,554	+9%	+$498K	﹤0.01%	3724
2024 Q1	$5.69M	Buy	255,780 +57,723	+29%	+$1.29M	﹤0.01%	3815
2023 Q4	$4.43M	Sell	198,057 -446	-0.2%	-$9.68K	﹤0.01%	4012
2023 Q3	$4.25M	Buy	198,503 +98,357	+98%	+$2.13M	﹤0.01%	3870
2023 Q2	$2.17M	Buy	100,146 +6,507	+7%	+$141K	﹤0.01%	4374
2023 Q1	$2.04M	Buy	93,639 +58,478	+166%	+$1.27M	﹤0.01%	4450
2022 Q4	$752K	Buy	35,161 +10,332	+42%	+$220K	﹤0.01%	5027
2022 Q3	$509K	Sell	24,829 -118,549	-83%	-$2.58M	﹤0.01%	5259
2022 Q2	$3.03M	Buy	143,378 +3,449	+2%	+$78.1K	﹤0.01%	4200
2022 Q1	$3.36M	Buy	139,929 +1,008	+0.7%	+$24.6K	﹤0.01%	4093
2021 Q4	$3.53M	Sell	138,921 -4,345	-3%	-$110K	﹤0.01%	4093
2021 Q3	$3.66M	Buy	143,266 +91,198	+175%	+$2.33M	﹤0.01%	4048
2021 Q2	$1.34M	Buy	52,068 +16,778	+48%	+$428K	﹤0.01%	4921
2021 Q1	$896K	Buy	35,290 +6,360	+22%	+$162K	﹤0.01%	4799
2020 Q4	$741K	Buy	28,930 +27,778	+2,411%	+$697K	﹤0.01%	4835
2020 Q3	$28K	Hold	1,152	–	–	﹤0.01%	5931
2020 Q2	$27K	Hold	1,152	–	–	﹤0.01%	5908
2020 Q1	$25K	Buy	+1,152	New	+$28.2K	﹤0.01%	5725

Other funds holding BSJR

MCP

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley's BSJR Position: Q2 2026 in Review

Morgan Stanley increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 3.3% in Q2 2026, buying an estimated $811K and bringing the position to 1,147,775 shares worth $25.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2872.

Morgan Stanley first reported a position in BSJR in Q1 2020 and has held it in 26 quarters since. The position peaked at $25.7M in Q4 2025. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Morgan Stanley held 1,147,775 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $25.6M as of Q2 2026.
Morgan Stanley bought 36,185 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $811K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2872 holding.
Morgan Stanley first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
Morgan Stanley's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $25.7M in Q4 2025.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.