MorganRosel Wealth Management’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-6,014
Closed -$129K 145
2025
Q2
$129K Hold
6,014
0.04% 126
2025
Q1
$127K Buy
+6,014
New +$129K 0.04% 123

Other funds holding BSJT

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

MorganRosel Wealth Management sold out of Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) in Q3 2025, closing a stake of 6,014 shares — an estimated $129K sold.

MorganRosel Wealth Management first reported a position in BSJT in Q1 2025 and held it in 2 quarters. The position peaked at $129K in Q2 2025. 89 funds tracked by Wall St. Rank hold BSJT as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Invesco BulletShares 2029 High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 6,014 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q3 2025, an estimated $129K.
  • MorganRosel Wealth Management first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $129K in Q2 2025.
  • 89 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q3 2025.

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