NFP Retirement Inc’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

NFP Retirement Inc’s Portfolio BSCR Stock Details BSCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$360K	Hold	18,350	–	–	0.02%	241
2026 Q1	$360K	Sell	18,350 -558	-3%	-$11K	0.02%	233
2025 Q4	$373K	Sell	18,908 -632	-3%	-$12.5K	0.02%	228
2025 Q3	$385K	Sell	19,540 -533	-3%	-$10.5K	0.02%	230
2025 Q2	$394K	Hold	20,073	–	–	0.03%	227
2025 Q1	$393K	Hold	20,073	–	–	0.03%	204
2024 Q4	$391K	Hold	20,073	–	–	0.03%	209
2024 Q3	$396K	Hold	20,073	–	–	0.03%	210
2024 Q2	$386K	Hold	20,073	–	–	0.03%	207
2024 Q1	$387K	Buy	+20,073	New	+$388K	0.03%	200

Other funds holding BSCR

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

NFP Retirement Inc's BSCR Position: Q2 2026 in Review

NFP Retirement Inc held its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) position steady in Q2 2026 at 18,350 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #241.

NFP Retirement Inc first reported a position in BSCR in Q1 2024 and has held it in 10 quarters since. The position peaked at $396K in Q3 2024. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

NFP Retirement Inc held 18,350 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $360K as of Q2 2026.
NFP Retirement Inc left its Invesco BulletShares 2027 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.02% of NFP Retirement Inc's portfolio in Q2 2026, its #241 holding.
NFP Retirement Inc first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
NFP Retirement Inc's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $396K in Q3 2024.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.