Turning Point Benefit Group’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Turning Point Benefit Group’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 Q4	–	Sell	-49,847	Closed	-$1.13M	–	865
2025 Q3	$1.13M	Buy	49,847 +17,850	+56%	+$406K	0.68%	34
2025 Q2	$726K	Buy	31,997 +12,526	+64%	+$281K	0.55%	38
2025 Q1	$428K	Buy	+19,471	New	+$439K	0.4%	40

Other funds holding BSJR

MCP

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Turning Point Benefit Group's BSJR Position: Q4 2025 in Review

Turning Point Benefit Group sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q4 2025, closing a stake of 49,847 shares — an estimated $1.13M sold.

Turning Point Benefit Group first reported a position in BSJR in Q1 2025 and held it in 3 quarters. The position peaked at $1.13M in Q3 2025. 156 funds tracked by Wall St. Rank hold BSJR as of Q4 2025.

Turning Point Benefit Group reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Turning Point Benefit Group sold 49,847 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q4 2025, an estimated $1.13M.
Turning Point Benefit Group first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2025 and held it in 3 quarters.
Turning Point Benefit Group's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $1.13M in Q3 2025.
156 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q4 2025.

Based on Turning Point Benefit Group's 13F filing for Q4 2025, filed 30 Jan 2026.