Insight Wealth Partners, LLC Invesco Et Sf Idxd Fd Tr Bulle Transaction History

Insight Wealth Partners, LLC

$630 Million
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$23.02 - $23.23 $30,800 - $31,081	1,338 Added 3.99%	34,896 $805,000
Q2 2024 Jul 18, 2024	BUY	$22.87 - $23.06 $9,971 - $10,054	436 Added 1.32%	33,558 $768,000
Q1 2024 May 10, 2024	SELL	$22.69 - $22.98 $21,192 - $21,463	-934 Reduced 2.74%	33,122 $760,000
Q4 2023 Feb 13, 2024	SELL	$22.23 - $22.92 $44,437 - $45,817	-1,999 Reduced 5.54%	34,056 $774,000
Q3 2023 Oct 30, 2023	SELL	$22.43 - $22.73 $118,183 - $119,764	-5,269 Reduced 12.75%	36,055 $810,000
Q2 2023 Aug 11, 2023	BUY	$22.27 - $22.59 $712,016 - $722,247	31,972 Added 341.87%	41,324 $931,000
Q1 2022 May 02, 2022	BUY	$23.3 - $24.53 $14,259 - $15,012	612 Added 7.0%	9,352 $222,000
Q4 2020 Jan 19, 2021	BUY	$23.43 - $24.51 $204,778 - $214,217	8,740 New	8,740 $214,000

Others Institutions Holding BSJP

# of Institutions

190

Shares Held

23.9M

Call Options Held

0

Put Options Held

0

Mirador Capital Partners LP

2.39M
Shares

$55.2 Million
9.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.87M
Shares

$43.3 Million
0.02% of portfolio
Milestone Asset Management, LLC Pittsburgh, PA

1.59M
Shares

$36.7 Million
7.73% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.14M
Shares

$26.3 Million
0.05% of portfolio
Morgan Stanley New York, NY

997K
Shares

$23 Million
0.0% of portfolio

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