Morgan Stanley
BSJV icon

Morgan Stanley’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

Morgan Stanley’s Portfolio BSJV Stock Details BSJV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.38M Buy
91,636
+14,460
+19% +$383K ﹤0.01% 4645
2025
Q4 		$2.06M Sell
77,176
-16,745
-18% -$445K ﹤0.01% 4788
2025
Q3 		$2.52M Buy
93,921
+40,017
+74% +$1.07M ﹤0.01% 4641
2025
Q2 		$1.44M Buy
53,904
+663
+1% +$17.3K ﹤0.01% 4910
2025
Q1 		$1.39M Buy
53,241
+7,769
+17% +$204K ﹤0.01% 4831
2024
Q4 		$1.18M Sell
45,472
-155,933
-77% -$4.13M ﹤0.01% 5008
2024
Q3 		$5.42M Buy
201,405
+28,155
+16% +$749K ﹤0.01% 3902
2024
Q2 		$4.51M Buy
173,250
+6,763
+4% +$176K ﹤0.01% 3972
2024
Q1 		$4.38M Buy
+166,487
New +$4.35M ﹤0.01% 4017

Other funds holding BSJV

LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.16B AUM 23.26% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $624M AUM 23.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return