Morgan Stanley

Morgan Stanley’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Morgan Stanley’s Portfolio BSJU Stock Details BSJU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.16M	Buy	201,606 +17,682	+10%	+$459K	﹤0.01%	4112
2025 Q4	$4.8M	Sell	183,924 -109,208	-37%	-$2.85M	﹤0.01%	4207
2025 Q3	$7.67M	Buy	293,132 +11,665	+4%	+$304K	﹤0.01%	3790
2025 Q2	$7.32M	Buy	281,467 +13,516	+5%	+$345K	﹤0.01%	3736
2025 Q1	$6.83M	Buy	267,951 +20,259	+8%	+$523K	﹤0.01%	3655
2024 Q4	$6.36M	Buy	247,692 +30,234	+14%	+$787K	﹤0.01%	3793
2024 Q3	$5.74M	Buy	217,458 +33,441	+18%	+$869K	﹤0.01%	3871
2024 Q2	$4.67M	Buy	184,017 +11,733	+7%	+$299K	﹤0.01%	3933
2024 Q1	$4.42M	Buy	+172,284	New	+$4.39M	﹤0.01%	4013

Other funds holding BSJU

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Legacy Financial Group (Iowa)

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Mercer Global Advisors

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

Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

SFE Investment Counsel Los Angeles, California $624M AUM 23.85% 1-Year Est. Return

GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return

Cetera Investment Advisers

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

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return