IWP
BSJL

Insight Wealth Partners’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Insight Wealth Partners’s Portfolio BSJL Stock Details BSJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-29,444
Closed -$677K – 85
2021
Q3 		$677K Hold
29,444
– – 0.36% 35
2021
Q2 		$678K Hold
29,444
– – 0.36% 34
2021
Q1 		$679K Hold
29,444
– – 0.33% 33
2020
Q4 		$680K Buy
29,444
+729
+3% +$16.8K 0.42% 33
2020
Q3 		$659K Sell
28,715
-255
-0.9% -$5.87K 0.63% 31
2020
Q2 		$657K Sell
28,970
-416
-1% -$9.38K 0.67% 22
2020
Q1 		$651K Hold
29,386
– – 0.85% 22
2019
Q4 		$725K Buy
+29,386
New +$722K 0.72% 23

Other funds holding BSJL

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Insight Wealth Partners sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q4 2021, closing a stake of 29,444 shares — an estimated $677K sold.

Insight Wealth Partners first reported a position in BSJL in Q4 2019 and held it in 8 quarters. The position peaked at $725K in Q4 2019. 0 funds tracked by Wall St. Rank hold BSJL as of Q4 2021.

  • Insight Wealth Partners reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Insight Wealth Partners sold 29,444 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q4 2021, an estimated $677K.
  • Insight Wealth Partners first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
  • Insight Wealth Partners's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $725K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q4 2021.

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