NRI
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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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return