NRI
BSJM

NFP Retirement Inc’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

NFP Retirement Inc’s Portfolio BSJM Stock Details BSJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-28,795
Closed -$633K – 246
2022
Q3 		$633K Sell
28,795
-12,500
-30% -$277K 0.16% 113
2022
Q2 		$911K Sell
41,295
-10,132
-20% -$228K 0.23% 84
2022
Q1 		$1.18M Buy
51,427
+2,710
+6% +$62.3K 0.28% 72
2021
Q4 		$1.13M Buy
48,717
+2,604
+6% +$60.4K 0.4% 45
2021
Q3 		$1.07M Buy
46,113
+5,710
+14% +$133K 0.44% 43
2021
Q2 		$943K Buy
40,403
+3,418
+9% +$79.7K 0.36% 52
2021
Q1 		$864K Buy
36,985
+3,009
+9% +$70.1K 0.38% 52
2020
Q4 		$793K Buy
33,976
+833
+3% +$19.3K 0.49% 50
2020
Q3 		$758K Sell
33,143
-8,553
-21% -$196K 0.5% 50
2020
Q2 		$930K Buy
41,696
+7,144
+21% +$158K 0.68% 40
2020
Q1 		$748K Buy
34,552
+18,453
+115% +$435K 0.73% 35
2019
Q4 		$393K Buy
+16,099
New +$391K 0.37% 54

Other funds holding BSJM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

NFP Retirement Inc's BSJM Position: Q4 2022 in Review

NFP Retirement Inc sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 28,795 shares — an estimated $633K sold.

NFP Retirement Inc first reported a position in BSJM in Q4 2019 and held it in 12 quarters. The position peaked at $1.18M in Q1 2022. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

  • NFP Retirement Inc reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • NFP Retirement Inc sold 28,795 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $633K.
  • NFP Retirement Inc first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
  • NFP Retirement Inc's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $1.18M in Q1 2022.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

Based on NFP Retirement Inc's 13F filing for Q4 2022, filed 13 Feb 2025.