Nfp Retirement, Inc. Closed Holding Positions

Nfp Retirement, Inc.

  • $1.27 Trillion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MBB
Ishares Tr

ETFs
Q2 2023 Filed on Feb 13, 2025
11,539
$92.54 - $95.74 $1.07M - $1.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q1 2023 Filed on Feb 13, 2025
1,466
$133.17 - $146.27 $195K - $214K
OEF
Ishares S&P 100 ETF

ETFs
Q2 2023 Filed on Feb 13, 2025
2,102
$185.57 - $207.06 $390K - $435K
SMRWS
Nuscale Pwr Corp Wt Exp
Q2 2024 Filed on Feb 13, 2025
17,500
N/A
SILV
Silver Crest Metals Inc.

Basic Materials
Q1 2024 Filed on Feb 13, 2025
12,500
$4.98 - $6.91 $62.3K - $86.4K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
Q3 2024 Filed on Feb 13, 2025
6,470
$41.04 - $43.51 $266K - $282K
ICF
Ishares Tr

ETFs
Q4 2024 Filed on Feb 13, 2025
3,157
$58.8 - $66.61 $186K - $210K
DNL
Wiswisdomtree Tr

ETFs
Q4 2024 Filed on Feb 13, 2025
5,255
$35.98 - $39.39 $189K - $207K
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2023 Filed on Feb 13, 2025
6,994
$35.01 - $40.95 $245K - $286K
TPYP
Managed Portfolio Ser Tortoise

ETFs
Q1 2021 Filed on Feb 13, 2025
33,563
$17.21 - $20.92 $578K - $702K
FNDF
Schwab Fundamental Intl Large

ETFs
Q2 2024 Filed on Feb 13, 2025
10,616
$34.19 - $36.51 $363K - $388K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q2 2023 Filed on Feb 13, 2025
6,255
$33.81 - $35.83 $211K - $224K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q4 2024 Filed on Feb 13, 2025
2,649
$76.21 - $82.24 $202K - $218K
EBND
Spdr Bloomberg Emerging Market

ETFs
Q2 2024 Filed on Feb 13, 2025
10,691
$19.77 - $20.53 $211K - $219K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q3 2022 Filed on Feb 13, 2025
6,778
$34.49 - $40.43 $234K - $274K
UHT
Universal Health Realty Income Trust

Real Estate
Q3 2023 Filed on Feb 13, 2025
4,506
$40.14 - $49.17 $181K - $222K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q1 2024 Filed on Feb 13, 2025
6,079
$44.98 - $46.29 $273K - $281K
CSA
Victory Portfolios Ii Shs Us S

ETFs
Q4 2020 Filed on Feb 13, 2025
6,573
$40.91 - $54.05 $269K - $355K
0I8A.L
Denbury Inc.

Energy
Q2 2020 Filed on Feb 13, 2025
21,500
N/A
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q2 2020 Filed on Feb 13, 2025
18,000
$8.4 - $26.86 $151K - $483K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q4 2020 Filed on Feb 13, 2025
22,730
$36.13 - $38.51 $821K - $875K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
Q4 2020 Filed on Feb 13, 2025
9,187
$28.81 - $33.54 $265K - $308K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
Q1 2021 Filed on Feb 13, 2025
3,689
$54.65 - $56.18 $202K - $207K
Delaware Invts Minn Mun Inco
Q1 2022 Filed on Feb 13, 2025
84,755
N/A
SDIV
Global X Fds Global X Superdiv

ETFs
Q3 2022 Filed on Feb 13, 2025
13,751
$8.08 - $23.31 $111K - $321K
DIV
Global X Superdividend Us ETF

ETFs
Q4 2022 Filed on Feb 13, 2025
29,701
$18.72 - $19.59 $556K - $582K
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Feb 13, 2025
11,653
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Feb 13, 2025
109,889
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Feb 13, 2025
32,054
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Feb 13, 2025
36,481
N/A
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2022 Filed on Feb 13, 2025
34,814
$0.0 - $21.25 $0 - $740K
BSJM
Invesco Et Self Idxd Fd Tr Bul
Q4 2022 Filed on Feb 13, 2025
28,795
N/A
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2023 Filed on Feb 13, 2025
12,947
$0.0 - $21.3 $0 - $276K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2024 Filed on Feb 13, 2025
35,208
$21.09 - $21.18 $743K - $746K
RWL
Invesco Exchange Traded Fd Tr

ETFs
Q3 2022 Filed on Feb 13, 2025
3,515
$67.11 - $79.22 $236K - $278K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
Q2 2021 Filed on Feb 13, 2025
9,602
$51.88 - $52.56 $498K - $505K
CPG
Crescent Point Energy Corp.

Energy
Q2 2024 Filed on Feb 13, 2025
52,400
$0.0 - $9.23 $0 - $484K
SU
Suncor Energy Inc

Energy
Q2 2022 Filed on Feb 13, 2025
10,504
$31.26 - $42.49 $328K - $446K
MUE
Blackrock Muniholdings Quality Fund Ii, Inc.

Financial Services
Q2 2022 Filed on Feb 13, 2025
10,895
$10.26 - $12.21 $112K - $133K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2024 Filed on Feb 13, 2025
31,576
$22.6 - $22.75 $714K - $718K
EWRE
Invesco S&P 500 Equal Weight R

ETFs
Q3 2022 Filed on Feb 13, 2025
11,609
$30.91 - $37.51 $359K - $435K
GNMA
Ishares Gnma Bond ETF

ETFs
Q1 2022 Filed on Feb 13, 2025
4,675
$47.09 - $49.58 $220K - $232K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q1 2022 Filed on Feb 13, 2025
769
$230.48 - $266.11 $177K - $205K
NXE
Nex Gen Energy Ltd.

Energy
Q2 2024 Filed on Feb 13, 2025
19,750
$6.67 - $8.81 $132K - $174K
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
Q3 2023 Filed on Feb 13, 2025
12,485
$8.47 - $9.05 $106K - $113K
PSO
Pearson PLC

Communication Services
Q1 2024 Filed on Feb 13, 2025
11,597
$11.76 - $13.16 $136K - $153K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q2 2022 Filed on Feb 13, 2025
1,995
$90.32 - $102.87 $180K - $205K
SPYG
Spdr Portfolio

ETFs
Q2 2022 Filed on Feb 13, 2025
3,552
$50.47 - $67.39 $179K - $239K
SRLN
Ssga Active Trust

ETFs
Q4 2022 Filed on Feb 13, 2025
12,225
$40.74 - $41.61 $498K - $509K
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