IWP
BSJK

Insight Wealth Partners’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Insight Wealth Partners’s Portfolio BSJK Stock Details BSJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-33,112
Closed -$773K – 58
2020
Q3 		$773K Sell
33,112
-261
-0.8% -$6.1K 0.74% 26
2020
Q2 		$777K Sell
33,373
-426
-1% -$9.88K 0.8% 19
2020
Q1 		$777K Hold
33,799
– – 1.01% 19
2019
Q4 		$809K Buy
+33,799
New +$808K 0.8% 22

Other funds holding BSJK

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Insight Wealth Partners's BSJK Position: Q4 2020 in Review

Insight Wealth Partners sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2020, closing a stake of 33,112 shares — an estimated $773K sold.

Insight Wealth Partners first reported a position in BSJK in Q4 2019 and held it in 4 quarters. The position peaked at $809K in Q4 2019. 1 fund tracked by Wall St. Rank holds BSJK as of Q4 2020.

  • Insight Wealth Partners reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Insight Wealth Partners sold 33,112 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $773K.
  • Insight Wealth Partners first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
  • Insight Wealth Partners's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $809K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2020.

Based on Insight Wealth Partners's 13F filing for Q4 2020, filed 19 Jan 2021.