TPBG
BSJU icon

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
Q2 		$2.42M Buy
93,853
+36,512
+64% +$943K 1.04% 31
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 $445B AUM 25.58% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GGI
GPM Growth Investors Bloomfield Hills, Michigan $239M AUM 11.87% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Turning Point Benefit Group increased its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 64% in Q2 2026, buying an estimated $943K and bringing the position to 93,853 shares worth $2.42M. The position accounts for 1.04% of the portfolio, ranked #31.

Turning Point Benefit Group first reported a position in BSJU in Q4 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold BSJU as of Q2 2026.

  • Turning Point Benefit Group held 93,853 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $2.42M as of Q2 2026.
  • Turning Point Benefit Group bought 36,512 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $943K.
  • Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 1.04% of Turning Point Benefit Group's portfolio in Q2 2026, its #31 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 3 quarters since.
  • 74 funds tracked by Wall St. Rank held Invesco BulletShares 2030 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.