IWP
BSJO

Insight Wealth Partners’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Insight Wealth Partners’s Portfolio BSJO Stock Details BSJO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-29,049
Closed -$660K – 104
2024
Q3 		$660K Hold
29,049
– – 0.13% 61
2024
Q2 		$660K Sell
29,049
-4,459
-13% -$101K 0.11% 53
2024
Q1 		$762K Sell
33,508
-935
-3% -$21.2K 0.13% 43
2023
Q4 		$782K Sell
34,443
-1,957
-5% -$44.1K 0.14% 39
2023
Q3 		$818K Sell
36,400
-22,375
-38% -$504K 0.16% 34
2023
Q2 		$1.32M Buy
58,775
+32,012
+120% +$717K 0.31% 24
2023
Q1 		$601K Hold
26,763
– – 0.13% 37
2022
Q4 		$592K Hold
26,763
– – 0.44% 33
2022
Q3 		$579K Hold
26,763
– – 0.55% 34
2022
Q2 		$583K Sell
26,763
-2,219
-8% -$50.7K 0.44% 36
2022
Q1 		$690K Hold
28,982
– – 0.38% 35
2021
Q4 		$724K Hold
28,982
– – 0.14% 37
2021
Q3 		$726K Hold
28,982
– – 0.39% 32
2021
Q2 		$729K Hold
28,982
– – 0.39% 31
2021
Q1 		$724K Hold
28,982
– – 0.36% 29
2020
Q4 		$722K Buy
28,982
+4,512
+18% +$111K 0.44% 30
2020
Q3 		$590K Sell
24,470
-254
-1% -$6.13K 0.56% 33
2020
Q2 		$580K Sell
24,724
-414
-2% -$9.55K 0.6% 23
2020
Q1 		$558K Hold
25,138
– – 0.73% 24
2019
Q4 		$641K Buy
+25,138
New +$633K 0.64% 26

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Insight Wealth Partners's BSJO Position: Q4 2024 in Review

Insight Wealth Partners sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 29,049 shares — an estimated $660K sold.

Insight Wealth Partners first reported a position in BSJO in Q4 2019 and held it in 20 quarters. The position peaked at $1.32M in Q2 2023. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Insight Wealth Partners reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Insight Wealth Partners sold 29,049 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $660K.
  • Insight Wealth Partners first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2019 and held it in 20 quarters.
  • Insight Wealth Partners's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $1.32M in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Insight Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.