Insight Wealth Partners’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-45,252	Closed	-$931K	–	72
2023 Q2	$931K	Hold	45,252	–	–	0.22%	33
2023 Q1	$932K	Hold	45,252	–	–	0.21%	27
2022 Q4	$927K	Sell	45,252 -898	-2%	-$18.3K	0.69%	24
2022 Q3	$941K	Hold	46,150	–	–	0.89%	23
2022 Q2	$957K	Sell	46,150 -5,223	-10%	-$109K	0.72%	25
2022 Q1	$1.08M	Hold	51,373	–	–	0.6%	23
2021 Q4	$1.12M	Hold	51,373	–	–	0.21%	26
2021 Q3	$1.14M	Hold	51,373	–	–	0.61%	22
2021 Q2	$1.14M	Hold	51,373	–	–	0.61%	24
2021 Q1	$1.14M	Hold	51,373	–	–	0.56%	22
2020 Q4	$1.15M	Buy	51,373 +5,905	+13%	+$131K	0.7%	22
2020 Q3	$1.01M	Sell	45,468 -308	-0.7%	-$6.85K	0.96%	20
2020 Q2	$1.01M	Sell	45,776 -502	-1%	-$10.9K	1.04%	13
2020 Q1	$956K	Hold	46,278	–	–	1.25%	14
2019 Q4	$994K	Buy	+46,278	New	+$991K	0.99%	16

Other funds holding BSCO

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Insight Wealth Partners's BSCO Position: Q3 2023 in Review

Insight Wealth Partners sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q3 2023, closing a stake of 45,252 shares — an estimated $931K sold.

Insight Wealth Partners first reported a position in BSCO in Q4 2019 and held it in 15 quarters. The position peaked at $1.15M in Q4 2020. 366 funds tracked by Wall St. Rank hold BSCO as of Q3 2023.

Insight Wealth Partners reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Insight Wealth Partners sold 45,252 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2023, an estimated $931K.
Insight Wealth Partners first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2019 and held it in 15 quarters.
Insight Wealth Partners's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.15M in Q4 2020.
366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2023.

Based on Insight Wealth Partners's 13F filing for Q3 2023, filed 30 Oct 2023.