MWM
BSJP

MorganRosel Wealth Management’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

MorganRosel Wealth Management’s Portfolio BSJP Stock Details BSJP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,568
Closed -$128K – 141
2025
Q2 		$128K Hold
5,568
– – 0.04% 130
2025
Q1 		$128K Buy
+5,568
New +$129K 0.04% 120

Other funds holding BSJP

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

MorganRosel Wealth Management's BSJP Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q3 2025, closing a stake of 5,568 shares — an estimated $128K sold.

MorganRosel Wealth Management first reported a position in BSJP in Q1 2025 and held it in 2 quarters. The position peaked at $128K in Q2 2025. 167 funds tracked by Wall St. Rank hold BSJP as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 5,568 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q3 2025, an estimated $128K.
  • MorganRosel Wealth Management first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $128K in Q2 2025.
  • 167 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.