IWP
BSCM

Insight Wealth Partners’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Insight Wealth Partners’s Portfolio BSCM Stock Details BSCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-42,578
Closed -$902K – 66
2022
Q3 		$902K Hold
42,578
– – 0.85% 26
2022
Q2 		$902K Sell
42,578
-5,157
-11% -$109K 0.68% 27
2022
Q1 		$1.01M Hold
47,735
– – 0.56% 28
2021
Q4 		$1.02M Hold
47,735
– – 0.19% 30
2021
Q3 		$1.03M Hold
47,735
– – 0.55% 25
2021
Q2 		$1.03M Hold
47,735
– – 0.55% 26
2021
Q1 		$1.03M Hold
47,735
– – 0.51% 25
2020
Q4 		$1.04M Buy
47,735
+5,108
+12% +$111K 0.64% 25
2020
Q3 		$931K Sell
42,627
-300
-0.7% -$6.56K 0.89% 22
2020
Q2 		$937K Sell
42,927
-489
-1% -$10.6K 0.96% 16
2020
Q1 		$920K Hold
43,416
– – 1.2% 16
2019
Q4 		$934K Buy
+43,416
New +$933K 0.93% 18

Other funds holding BSCM

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Insight Wealth Partners's BSCM Position: Q4 2022 in Review

Insight Wealth Partners sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 42,578 shares — an estimated $902K sold.

Insight Wealth Partners first reported a position in BSCM in Q4 2019 and held it in 12 quarters. The position peaked at $1.04M in Q4 2020. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Insight Wealth Partners reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Insight Wealth Partners sold 42,578 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $902K.
  • Insight Wealth Partners first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
  • Insight Wealth Partners's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.04M in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Insight Wealth Partners's 13F filing for Q4 2022, filed 1 Feb 2023.