NFP Retirement Inc’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$610K	Buy	27,267 +2,633	+11%	+$59.4K	0.04%	179
2025 Q4	$557K	Buy	24,634 +2,171	+10%	+$49.2K	0.03%	183
2025 Q3	$511K	Buy	22,463 +835	+4%	+$19K	0.03%	197
2025 Q2	$491K	Buy	21,628 +3,605	+20%	+$81K	0.03%	205
2025 Q1	$404K	Buy	18,023 +5,394	+43%	+$122K	0.03%	200
2024 Q4	$283K	Buy	12,629 +3,492	+38%	+$78.8K	0.02%	248
2024 Q3	$207K	Buy	+9,137	New	+$205K	0.02%	269

Other funds holding BSJR

MCP

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

NFP Retirement Inc's BSJR Position: Q1 2026 in Review

NFP Retirement Inc increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 11% in Q1 2026, buying an estimated $59.4K and bringing the position to 27,267 shares worth $610K. The position accounts for 0.04% of the portfolio, ranked #179.

NFP Retirement Inc first reported a position in BSJR in Q3 2024 and has held it in 7 quarters since. 168 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

NFP Retirement Inc held 27,267 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $610K as of Q1 2026.
NFP Retirement Inc bought 2,633 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $59.4K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.04% of NFP Retirement Inc's portfolio in Q1 2026, its #179 holding.
NFP Retirement Inc first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
168 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.