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Turning Point Benefit Group’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Turning Point Benefit Group’s Portfolio BSJU Stock Details BSJU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.48M Sell
57,341
-3,931
-6% -$102K 0.94% 21
2025
Q4 		$1.6M Buy
+61,272
New +$1.6M 0.84% 32

Other funds holding BSJU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
GGI
GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Turning Point Benefit Group reduced its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 6.4% in Q1 2026, selling an estimated $102K and leaving 57,341 shares worth $1.48M. The position accounts for 0.94% of the portfolio, ranked #21.

Turning Point Benefit Group first reported a position in BSJU in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.6M in Q4 2025. 77 funds tracked by Wall St. Rank hold BSJU as of Q1 2026.

  • Turning Point Benefit Group held 57,341 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $1.48M as of Q1 2026.
  • Turning Point Benefit Group sold 3,931 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $102K.
  • Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.94% of Turning Point Benefit Group's portfolio in Q1 2026, its #21 holding.
  • Turning Point Benefit Group first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Turning Point Benefit Group's Invesco BulletShares 2030 High Yield Corporate Bond ETF position peaked at $1.6M in Q4 2025.
  • 77 funds tracked by Wall St. Rank held Invesco BulletShares 2030 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.