Insight Wealth Partners’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-34,896	Closed	-$804K	–	111
2025 Q1	$804K	Hold	34,896	–	–	0.13%	52
2024 Q4	$805K	Buy	34,896 +1,338	+4%	+$30.9K	0.11%	48
2024 Q3	$776K	Hold	33,558	–	–	0.15%	50
2024 Q2	$769K	Buy	33,558 +436	+1%	+$10K	0.13%	45
2024 Q1	$760K	Sell	33,122 -934	-3%	-$21.4K	0.13%	44
2023 Q4	$774K	Sell	34,056 -1,999	-6%	-$45.1K	0.13%	40
2023 Q3	$811K	Sell	36,055 -5,269	-13%	-$119K	0.16%	36
2023 Q2	$932K	Buy	41,324 +31,972	+342%	+$717K	0.22%	32
2023 Q1	$210K	Hold	9,352	–	–	0.05%	60
2022 Q4	$207K	Hold	9,352	–	–	0.15%	56
2022 Q3	$203K	Hold	9,352	–	–	0.19%	56
2022 Q2	$205K	Hold	9,352	–	–	0.15%	57
2022 Q1	$222K	Buy	9,352 +612	+7%	+$14.7K	0.12%	69
2021 Q4	$215K	Hold	8,740	–	–	0.04%	78
2021 Q3	$215K	Hold	8,740	–	–	0.12%	55
2021 Q2	$216K	Hold	8,740	–	–	0.12%	54
2021 Q1	$215K	Hold	8,740	–	–	0.11%	49
2020 Q4	$214K	Buy	+8,740	New	+$210K	0.13%	48

Other funds holding BSJP

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Insight Wealth Partners's BSJP Position: Q2 2025 in Review

Insight Wealth Partners sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q2 2025, closing a stake of 34,896 shares — an estimated $804K sold.

Insight Wealth Partners first reported a position in BSJP in Q4 2020 and held it in 18 quarters. The position peaked at $932K in Q2 2023. 178 funds tracked by Wall St. Rank hold BSJP as of Q2 2025.

Insight Wealth Partners reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Insight Wealth Partners sold 34,896 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q2 2025, an estimated $804K.
Insight Wealth Partners first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2020 and held it in 18 quarters.
Insight Wealth Partners's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $932K in Q2 2023.
178 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q2 2025.

Based on Insight Wealth Partners's 13F filing for Q2 2025, filed 31 Jul 2025.