OIA
BSCH

Optimum Investment Advisors’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Optimum Investment Advisors’s Portfolio BSCH Stock Details BSCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$14K Buy
+600
New +$13.7K ﹤0.01% 763

Other funds holding BSCH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Optimum Investment Advisors's BSCH Position: Q1 2015 in Review

Optimum Investment Advisors opened a new position in Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q1 2015: 600 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #763 among its holdings.

104 funds tracked by Wall St. Rank hold BSCH as of Q1 2015.

  • Optimum Investment Advisors held 600 shares of Guggenheim BulletShares 2017 Corporate Bond ETF worth $14K as of Q1 2015.
  • Guggenheim BulletShares 2017 Corporate Bond ETF was a new Optimum Investment Advisors position in Q1 2015.
  • Guggenheim BulletShares 2017 Corporate Bond ETF made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #763 holding.
  • 104 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.