IWP
BSCN

Insight Wealth Partners’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Insight Wealth Partners’s Portfolio BSCN Stock Details BSCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-40,985
Closed -$870K – 79
2023
Q3 		$870K Sell
40,985
-3,929
-9% -$83.3K 0.17% 33
2023
Q2 		$951K Hold
44,914
– – 0.22% 30
2023
Q1 		$947K Hold
44,914
– – 0.21% 26
2022
Q4 		$942K Hold
44,914
– – 0.7% 23
2022
Q3 		$937K Hold
44,914
– – 0.88% 24
2022
Q2 		$941K Sell
44,914
-5,210
-10% -$110K 0.71% 26
2022
Q1 		$1.06M Hold
50,124
– – 0.59% 27
2021
Q4 		$1.08M Hold
50,124
– – 0.2% 27
2021
Q3 		$1.09M Hold
50,124
– – 0.58% 23
2021
Q2 		$1.09M Hold
50,124
– – 0.58% 25
2021
Q1 		$1.09M Hold
50,124
– – 0.54% 24
2020
Q4 		$1.1M Buy
50,124
+5,101
+11% +$111K 0.67% 24
2020
Q3 		$981K Sell
45,023
-306
-0.7% -$6.69K 0.94% 21
2020
Q2 		$986K Sell
45,329
-499
-1% -$10.7K 1.01% 14
2020
Q1 		$950K Hold
45,828
– – 1.24% 15
2019
Q4 		$977K Buy
+45,828
New +$975K 0.97% 17

Other funds holding BSCN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Insight Wealth Partners's BSCN Position: Q4 2023 in Review

Insight Wealth Partners sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 40,985 shares — an estimated $870K sold.

Insight Wealth Partners first reported a position in BSCN in Q4 2019 and held it in 16 quarters. The position peaked at $1.1M in Q4 2020. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • Insight Wealth Partners reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Insight Wealth Partners sold 40,985 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $870K.
  • Insight Wealth Partners first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2019 and held it in 16 quarters.
  • Insight Wealth Partners's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $1.1M in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Insight Wealth Partners's 13F filing for Q4 2023, filed 13 Feb 2024.