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 Q2	$2.37M	Buy	108,839 +43,301	+66%	+$945K	1.02%	33
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 $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

MCP

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

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Turning Point Benefit Group's BSJS Position: Q2 2026 in Review

Turning Point Benefit Group increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 66% in Q2 2026, buying an estimated $945K and bringing the position to 108,839 shares worth $2.37M. The position accounts for 1.02% of the portfolio, ranked #33.

Turning Point Benefit Group first reported a position in BSJS in Q1 2025 and has held it in 6 quarters since. 138 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

Turning Point Benefit Group held 108,839 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $2.37M as of Q2 2026.
Turning Point Benefit Group bought 43,301 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $945K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 1.02% of Turning Point Benefit Group's portfolio in Q2 2026, its #33 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 6 quarters since.
138 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.