NRI
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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

NFP Retirement Inc increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 20% in Q1 2026, buying an estimated $55.3K and bringing the position to 15,133 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #242.

NFP Retirement Inc first reported a position in BSJS in Q3 2025 and has held it in 3 quarters since. 144 funds tracked by Wall St. Rank hold BSJS as of Q1 2026.

  • NFP Retirement Inc held 15,133 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $328K as of Q1 2026.
  • NFP Retirement Inc bought 2,520 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $55.3K.
  • Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.02% of NFP Retirement Inc's portfolio in Q1 2026, its #242 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 3 quarters since.
  • 144 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q1 2026.

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