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NFP Retirement Inc’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

NFP Retirement Inc’s Portfolio BSCS Stock Details BSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$465K Hold
22,781
– – 0.03% 209
2026
Q1 		$465K Buy
22,781
+2,900
+15% +$59.6K 0.03% 203
2025
Q4 		$410K Hold
19,881
– – 0.02% 217
2025
Q3 		$409K Hold
19,881
– – 0.03% 219
2025
Q2 		$407K Hold
19,881
– – 0.03% 224
2025
Q1 		$405K Hold
19,881
– – 0.03% 199
2024
Q4 		$400K Hold
19,881
– – 0.03% 205
2024
Q3 		$409K Hold
19,881
– – 0.03% 204
2024
Q2 		$397K Hold
19,881
– – 0.03% 204
2024
Q1 		$399K Buy
+19,881
New +$400K 0.03% 199

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

NFP Retirement Inc held its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) position steady in Q2 2026 at 22,781 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #209.

NFP Retirement Inc first reported a position in BSCS in Q1 2024 and has held it in 10 quarters since. The position peaked at $465K in Q1 2026. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • NFP Retirement Inc held 22,781 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $465K as of Q2 2026.
  • NFP Retirement Inc left its Invesco BulletShares 2028 Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.03% of NFP Retirement Inc's portfolio in Q2 2026, its #209 holding.
  • NFP Retirement Inc first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • NFP Retirement Inc's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $465K in Q1 2026.
  • 398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

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