NFP Retirement Inc’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$628K	Buy	28,892 +13,759	+91%	+$300K	0.03%	183
2026 Q1	$328K	Buy	15,133 +2,520	+20%	+$55.3K	0.02%	242
2025 Q4	$277K	Buy	12,613 +2,022	+19%	+$44.5K	0.02%	264
2025 Q3	$234K	Buy	+10,591	New	+$233K	0.01%	270

Other funds holding BSJS

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

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

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

MCP

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

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

NFP Retirement Inc increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 91% in Q2 2026, buying an estimated $300K and bringing the position to 28,892 shares worth $628K. The position accounts for 0.03% of the portfolio, ranked #183.

NFP Retirement Inc first reported a position in BSJS in Q3 2025 and has held it in 4 quarters since. 138 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

NFP Retirement Inc held 28,892 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $628K as of Q2 2026.
NFP Retirement Inc bought 13,759 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $300K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.03% of NFP Retirement Inc's portfolio in Q2 2026, its #183 holding.
NFP Retirement Inc first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
138 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

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