NRI
BSJN

NFP Retirement Inc’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

NFP Retirement Inc’s Portfolio BSJN Stock Details BSJN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-37,594
Closed -$884K – 247
2023
Q3 		$884K Sell
37,594
-6,609
-15% -$155K 0.17% 100
2023
Q2 		$1.04M Sell
44,203
-19,204
-30% -$452K 0.19% 93
2023
Q1 		$1.49M Buy
63,407
+7,287
+13% +$171K 0.3% 71
2022
Q4 		$1.31M Buy
56,120
+5,882
+12% +$137K 0.29% 79
2022
Q3 		$1.15M Buy
50,238
+7,103
+16% +$166K 0.28% 77
2022
Q2 		$989K Buy
43,135
+3,382
+9% +$80.4K 0.25% 80
2022
Q1 		$974K Buy
39,753
+7,685
+24% +$190K 0.23% 85
2021
Q4 		$811K Buy
32,068
+8,861
+38% +$224K 0.29% 55
2021
Q3 		$588K Buy
23,207
+6,622
+40% +$168K 0.24% 68
2021
Q2 		$422K Buy
16,585
+2,826
+21% +$71.7K 0.16% 90
2021
Q1 		$348K Buy
13,759
+2,789
+25% +$70.6K 0.15% 93
2020
Q4 		$278K Buy
10,970
+1,147
+12% +$28.7K 0.17% 95
2020
Q3 		$241K Buy
+9,823
New +$242K 0.16% 97

Other funds holding BSJN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

NFP Retirement Inc's BSJN Position: Q4 2023 in Review

NFP Retirement Inc sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 37,594 shares — an estimated $884K sold.

NFP Retirement Inc first reported a position in BSJN in Q3 2020 and held it in 13 quarters. The position peaked at $1.49M in Q1 2023. 4 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

  • NFP Retirement Inc reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • NFP Retirement Inc sold 37,594 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $884K.
  • NFP Retirement Inc first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q3 2020 and held it in 13 quarters.
  • NFP Retirement Inc's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $1.49M in Q1 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2023.

Based on NFP Retirement Inc's 13F filing for Q4 2023, filed 13 Feb 2025.