Turning Point Benefit Group’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Turning Point Benefit Group’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	$1.43M	Sell	65,538 -6,740	-9%	-$148K	0.91%	25
2025 Q4	$1.59M	Buy	72,278 +20,907	+41%	+$460K	0.83%	34
2025 Q3	$1.13M	Buy	51,371 +18,296	+55%	+$403K	0.68%	33
2025 Q2	$729K	Buy	33,075 +12,963	+64%	+$281K	0.55%	37
2025 Q1	$423K	Buy	+20,112	New	+$441K	0.4%	41

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

Turning Point Benefit Group's BSJS Position: Q1 2026 in Review

Turning Point Benefit Group reduced its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 9.3% in Q1 2026, selling an estimated $148K and leaving 65,538 shares worth $1.43M. The position accounts for 0.91% of the portfolio, ranked #25.

Turning Point Benefit Group first reported a position in BSJS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.59M in Q4 2025. 144 funds tracked by Wall St. Rank hold BSJS as of Q1 2026.

Turning Point Benefit Group held 65,538 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $1.43M as of Q1 2026.
Turning Point Benefit Group sold 6,740 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $148K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.91% of Turning Point Benefit Group's portfolio in Q1 2026, its #25 holding.
Turning Point Benefit Group first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
Turning Point Benefit Group's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $1.59M 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 Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.