Beacon Pointe Advisors’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Beacon Pointe Advisors’s Portfolio BSJS Stock Details BSJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$319K	Hold	14,707	–	–	﹤0.01%	1503
2025 Q4	$324K	Buy	+14,707	New	+$323K	﹤0.01%	1223

Other funds holding BSJS

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Beacon Pointe Advisors's BSJS Position: Q1 2026 in Review

Beacon Pointe Advisors held its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) position steady in Q1 2026 at 14,707 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

Beacon Pointe Advisors first reported a position in BSJS in Q4 2025 and has held it in 2 quarters since. The position peaked at $324K in Q4 2025. 144 funds tracked by Wall St. Rank hold BSJS as of Q1 2026.

Beacon Pointe Advisors held 14,707 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $319K as of Q1 2026.
Beacon Pointe Advisors left its Invesco BulletShares 2028 High Yield Corporate Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1503 holding.
Beacon Pointe Advisors first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
Beacon Pointe Advisors's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $324K in Q4 2025.
144 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.