MorganRosel Wealth Management’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-4,116
Closed -$107K 146
2025
Q2
$107K Hold
4,116
0.03% 138
2025
Q1
$105K Buy
+4,116
New +$106K 0.03% 125

Other funds holding BSJU

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

MorganRosel Wealth Management sold out of Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) in Q3 2025, closing a stake of 4,116 shares — an estimated $107K sold.

MorganRosel Wealth Management first reported a position in BSJU in Q1 2025 and held it in 2 quarters. The position peaked at $107K in Q2 2025. 53 funds tracked by Wall St. Rank hold BSJU as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Invesco BulletShares 2030 High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 4,116 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q3 2025, an estimated $107K.
  • MorganRosel Wealth Management first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Invesco BulletShares 2030 High Yield Corporate Bond ETF position peaked at $107K in Q2 2025.
  • 53 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q3 2025.

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