NRI
BSJO

NFP Retirement Inc’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

NFP Retirement Inc’s Portfolio BSJO Stock Details BSJO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-31,576
Closed -$717K – 300
2024
Q3 		$717K Sell
31,576
-12,374
-28% -$281K 0.06% 149
2024
Q2 		$999K Sell
43,950
-5,807
-12% -$132K 0.08% 118
2024
Q1 		$1.13M Sell
49,757
-1,837
-4% -$41.7K 0.1% 110
2023
Q4 		$1.17M Buy
51,594
+439
+0.9% +$9.9K 0.2% 88
2023
Q3 		$1.15M Sell
51,155
-1,671
-3% -$37.6K 0.22% 84
2023
Q2 		$1.19M Buy
52,826
+2,695
+5% +$60.3K 0.22% 84
2023
Q1 		$1.13M Buy
50,131
+2,142
+4% +$47.9K 0.22% 89
2022
Q4 		$1.06M Buy
47,989
+2,924
+6% +$64.6K 0.23% 86
2022
Q3 		$974K Buy
45,065
+10,682
+31% +$238K 0.24% 83
2022
Q2 		$749K Buy
34,383
+7,814
+29% +$178K 0.19% 98
2022
Q1 		$633K Buy
26,569
+6,818
+35% +$165K 0.15% 111
2021
Q4 		$493K Buy
+19,751
New +$492K 0.18% 89

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

NFP Retirement Inc's BSJO Position: Q4 2024 in Review

NFP Retirement Inc sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 31,576 shares — an estimated $717K sold.

NFP Retirement Inc first reported a position in BSJO in Q4 2021 and held it in 12 quarters. The position peaked at $1.19M in Q2 2023. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • NFP Retirement Inc reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • NFP Retirement Inc sold 31,576 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $717K.
  • NFP Retirement Inc first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2021 and held it in 12 quarters.
  • NFP Retirement Inc's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $1.19M in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on NFP Retirement Inc's 13F filing for Q4 2024, filed 13 Feb 2025.