MorganRosel Wealth Management’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

MorganRosel Wealth Management’s Portfolio BSJQ Stock Details BSJQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,510	Closed	-$129K	–	142
2025 Q2	$129K	Hold	5,510	–	–	0.04%	129
2025 Q1	$128K	Buy	+5,510	New	+$129K	0.04%	122

Other funds holding BSJQ

MCP

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

DIM

Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

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

MorganRosel Wealth Management sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q3 2025, closing a stake of 5,510 shares — an estimated $129K sold.

MorganRosel Wealth Management first reported a position in BSJQ in Q1 2025 and held it in 2 quarters. The position peaked at $129K in Q2 2025. 182 funds tracked by Wall St. Rank hold BSJQ as of Q3 2025.

MorganRosel Wealth Management reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
MorganRosel Wealth Management sold 5,510 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q3 2025, an estimated $129K.
MorganRosel Wealth Management first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q1 2025 and held it in 2 quarters.
MorganRosel Wealth Management's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $129K in Q2 2025.
182 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q3 2025.

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