Optimum Investment Advisors’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Optimum Investment Advisors’s Portfolio BSCI Stock Details BSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-2,300	Closed	-$49K	–	1072
2018 Q3	$49K	Hold	2,300	–	–	0.01%	537
2018 Q2	$49K	Hold	2,300	–	–	0.01%	536
2018 Q1	$49K	Buy	+2,300	New	+$48.6K	0.01%	524
2015 Q1	$13K	Buy	+600	New	+$12.7K	﹤0.01%	775

Optimum Investment Advisors's BSCI Position: Q4 2018 in Review

Optimum Investment Advisors sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q4 2018, closing a stake of 2,300 shares — an estimated $49K sold.

Optimum Investment Advisors first reported a position in BSCI in Q1 2015 and held it in 4 quarters. The position peaked at $49K in Q3 2018. 1 fund tracked by Wall St. Rank holds BSCI as of Q4 2018.

Optimum Investment Advisors reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Optimum Investment Advisors sold 2,300 Invesco BulletShares 2018 Corporate Bond ETF shares in Q4 2018, an estimated $49K.
Optimum Investment Advisors first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q1 2015 and held it in 4 quarters.
Optimum Investment Advisors's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $49K in Q3 2018.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.