NFP Retirement Inc’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$777K	Sell	33,866 -13,715	-29%	-$317K	0.04%	169
2026 Q1	$1.1M	Buy	47,581 +550	+1%	+$12.8K	0.07%	132
2025 Q4	$1.1M	Buy	47,031 +1,152	+3%	+$26.9K	0.07%	126
2025 Q3	$1.07M	Hold	45,879	–	–	0.07%	125
2025 Q2	$1.07M	Buy	45,879 +1,510	+3%	+$35K	0.07%	129
2025 Q1	$1.03M	Buy	44,369 +4,087	+10%	+$95.5K	0.08%	118
2024 Q4	$938K	Buy	40,282 +12,604	+46%	+$295K	0.07%	126
2024 Q3	$649K	Buy	27,678 +3,791	+16%	+$88.3K	0.05%	163
2024 Q2	$551K	Buy	23,887 +840	+4%	+$19.4K	0.05%	175
2024 Q1	$534K	Buy	23,047 +393	+2%	+$9.09K	0.05%	175
2023 Q4	$524K	Buy	22,654 +7,791	+52%	+$178K	0.09%	147
2023 Q3	$336K	Buy	+14,863	New	+$339K	0.06%	172

Other funds holding BSJQ

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

NFP Retirement Inc reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 29% in Q2 2026, selling an estimated $317K and leaving 33,866 shares worth $777K. The position accounts for 0.04% of the portfolio, ranked #169.

NFP Retirement Inc first reported a position in BSJQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.1M in Q1 2026. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

NFP Retirement Inc held 33,866 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $777K as of Q2 2026.
NFP Retirement Inc sold 13,715 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $317K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.04% of NFP Retirement Inc's portfolio in Q2 2026, its #169 holding.
NFP Retirement Inc first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
NFP Retirement Inc's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $1.1M in Q1 2026.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

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