Insight Wealth Partners’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-25,691	Closed	-$604K	–	78
2023 Q3	$604K	Hold	25,691	–	–	0.12%	47
2023 Q2	$604K	Hold	25,691	–	–	0.14%	49
2023 Q1	$605K	Hold	25,691	–	–	0.14%	36
2022 Q4	$599K	Hold	25,691	–	–	0.45%	32
2022 Q3	$586K	Hold	25,691	–	–	0.55%	32
2022 Q2	$589K	Sell	25,691 -2,117	-8%	-$50.3K	0.44%	35
2022 Q1	$682K	Hold	27,808	–	–	0.38%	36
2021 Q4	$703K	Hold	27,808	–	–	0.13%	39
2021 Q3	$704K	Hold	27,808	–	–	0.38%	33
2021 Q2	$708K	Hold	27,808	–	–	0.38%	32
2021 Q1	$704K	Hold	27,808	–	–	0.35%	30
2020 Q4	$706K	Buy	27,808 +4,435	+19%	+$111K	0.43%	31
2020 Q3	$573K	Sell	23,373 -242	-1%	-$5.96K	0.55%	34
2020 Q2	$566K	Sell	23,615 -395	-2%	-$9.28K	0.58%	24
2020 Q1	$539K	Hold	24,010	–	–	0.7%	26
2019 Q4	$628K	Buy	+24,010	New	+$623K	0.62%	27

Other funds holding BSJN

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

Insight Wealth Partners sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 25,691 shares — an estimated $604K sold.

Insight Wealth Partners first reported a position in BSJN in Q4 2019 and held it in 16 quarters. The position peaked at $708K in Q2 2021. 4 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

Insight Wealth Partners reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Insight Wealth Partners sold 25,691 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $604K.
Insight Wealth Partners first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2019 and held it in 16 quarters.
Insight Wealth Partners's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $708K in Q2 2021.
4 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2023.

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