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 Q2	$4.04M	Buy	153,886 +62,250	+68%	+$1.64M	﹤0.01%	4370
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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

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

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

AWA

Ark Wealth Advisors Yorba Linda, California $113M AUM

Morgan Stanley's BSJV Position: Q2 2026 in Review

Morgan Stanley increased its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 68% in Q2 2026, buying an estimated $1.64M and bringing the position to 153,886 shares worth $4.04M. The position accounts for ﹤0.01% of the portfolio, ranked #4370.

Morgan Stanley first reported a position in BSJV in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.42M in Q3 2024. 49 funds tracked by Wall St. Rank hold BSJV as of Q2 2026.

Morgan Stanley held 153,886 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $4.04M as of Q2 2026.
Morgan Stanley bought 62,250 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.64M.
Invesco BulletShares 2031 High Yield Corporate Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4370 holding.
Morgan Stanley first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Morgan Stanley's Invesco BulletShares 2031 High Yield Corporate Bond ETF position peaked at $5.42M in Q3 2024.
49 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q2 2026.

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