Insight Wealth Partners, LLC BSJQ Holdings History
Insight Wealth Partners, LLC's Invesco BulletShares 2026 High Yield Corporate Bon Holding Summary
As of 2025-03-31, Insight Wealth Partners, LLC held 571,705.00 shares of Invesco BulletShares 2026 High Yield Corporate Bon(BSJQ), totaling $13.26 Mil. This investment constitutes 2.21% of their stock portfolio, and Insight Wealth Partners, LLC now holds 1.34% of the outstanding Invesco BulletShares 2026 High Yield Corporate Bon(BSJQ) stock.
The initial trade took place in 2022Q4. And since then Insight Wealth Partners, LLC has made 4 purchases of BSJQ, at an average price of $22.28, for a total of 606,621.00 shares. In addition, there have been 6 sales at an average price of $22.93 for 34,916.00 shares. Based on historical transaction data and BSJQ's current price of $23.28, Insight Wealth Partners, LLC's estimated gain on his BSJQ holdings is $591,949.91, reflecting a 4.38% gain to date.
Insight Wealth Partners, LLC BSJQ ($23.28) Holding Chart
Insight Wealth Partners, LLC BSJQ ($23.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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