Insight Wealth Partners’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Insight Wealth Partners’s Portfolio BSCL Stock Details BSCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-46,074	Closed	-$972K	–	84
2021 Q3	$972K	Hold	46,074	–	–	0.52%	26
2021 Q2	$972K	Hold	46,074	–	–	0.52%	28
2021 Q1	$974K	Hold	46,074	–	–	0.48%	27
2020 Q4	$977K	Buy	46,074 +5,232	+13%	+$111K	0.6%	26
2020 Q3	$871K	Sell	40,842 -301	-0.7%	-$6.43K	0.83%	23
2020 Q2	$879K	Sell	41,143 -490	-1%	-$10.4K	0.9%	18
2020 Q1	$873K	Hold	41,633	–	–	1.14%	17
2019 Q4	$884K	Buy	+41,633	New	+$885K	0.88%	21

Other funds holding BSCL

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

Insight Wealth Partners's BSCL Position: Q4 2021 in Review

Insight Wealth Partners sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2021, closing a stake of 46,074 shares — an estimated $972K sold.

Insight Wealth Partners first reported a position in BSCL in Q4 2019 and held it in 8 quarters. The position peaked at $977K in Q4 2020. 1 fund tracked by Wall St. Rank holds BSCL as of Q4 2021.

Insight Wealth Partners reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Insight Wealth Partners sold 46,074 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2021, an estimated $972K.
Insight Wealth Partners first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
Insight Wealth Partners's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $977K in Q4 2020.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2021.

Based on Insight Wealth Partners's 13F filing for Q4 2021, filed 4 Feb 2022.