MorganRosel Wealth Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,734	Closed	-$130K	–	143
2025 Q2	$130K	Hold	5,734	–	–	0.04%	125
2025 Q1	$128K	Buy	+5,734	New	+$129K	0.04%	119

Other funds holding BSJR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

MorganRosel Wealth Management sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q3 2025, closing a stake of 5,734 shares — an estimated $130K sold.

MorganRosel Wealth Management first reported a position in BSJR in Q1 2025 and held it in 2 quarters. The position peaked at $130K in Q2 2025. 140 funds tracked by Wall St. Rank hold BSJR as of Q3 2025.

MorganRosel Wealth Management reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
MorganRosel Wealth Management sold 5,734 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q3 2025, an estimated $130K.
MorganRosel Wealth Management first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2025 and held it in 2 quarters.
MorganRosel Wealth Management's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $130K in Q2 2025.
140 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2025.

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