Insight Wealth Partners’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-28,637	Closed	-$629K	–	65
2022 Q3	$629K	Hold	28,637	–	–	0.59%	31
2022 Q2	$631K	Sell	28,637 -2,255	-7%	-$50.8K	0.47%	33
2022 Q1	$708K	Hold	30,892	–	–	0.39%	34
2021 Q4	$718K	Buy	30,892 +1,207	+4%	+$28K	0.13%	38
2021 Q3	$690K	Hold	29,685	–	–	0.37%	34
2021 Q2	$693K	Hold	29,685	–	–	0.37%	33
2021 Q1	$693K	Hold	29,685	–	–	0.34%	31
2020 Q4	$693K	Buy	29,685 +4,796	+19%	+$111K	0.42%	32
2020 Q3	$569K	Sell	24,889 -447	-2%	-$10.2K	0.54%	35
2020 Q2	$565K	Sell	25,336 -232	-0.9%	-$5.15K	0.58%	25
2020 Q1	$554K	Hold	25,568	–	–	0.72%	25
2019 Q4	$625K	Buy	+25,568	New	+$621K	0.62%	28

Other funds holding BSJM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Insight Wealth Partners sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 28,637 shares — an estimated $629K sold.

Insight Wealth Partners first reported a position in BSJM in Q4 2019 and held it in 12 quarters. The position peaked at $718K in Q4 2021. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

Insight Wealth Partners reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Insight Wealth Partners sold 28,637 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $629K.
Insight Wealth Partners first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
Insight Wealth Partners's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $718K in Q4 2021.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

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