OIA
BSCK

Optimum Investment Advisors’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Optimum Investment Advisors’s Portfolio BSCK Stock Details BSCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-13,725
Closed -$291K – 986
2020
Q3 		$291K Hold
13,725
– – 0.1% 184
2020
Q2 		$292K Hold
13,725
– – 0.1% 183
2020
Q1 		$288K Sell
13,725
-500
-4% -$10.6K 0.12% 172
2019
Q4 		$303K Sell
14,225
-1,200
-8% -$25.6K 0.09% 216
2019
Q3 		$329K Hold
15,425
– – 0.1% 198
2019
Q2 		$328K Sell
15,425
-2,100
-12% -$44.6K 0.11% 201
2019
Q1 		$372K Buy
17,525
+1,825
+12% +$38.6K 0.12% 179
2018
Q4 		$331K Hold
15,700
– – 0.11% 182
2018
Q3 		$331K Buy
15,700
+5,400
+52% +$114K 0.09% 216
2018
Q2 		$217K Buy
10,300
+2,000
+24% +$42.1K 0.06% 286
2018
Q1 		$175K Buy
+8,300
New +$175K 0.05% 309
2015
Q1 		$18K Buy
+850
New +$18.1K 0.01% 718

Other funds holding BSCK

FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

Optimum Investment Advisors's BSCK Position: Q4 2020 in Review

Optimum Investment Advisors sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 13,725 shares — an estimated $291K sold.

Optimum Investment Advisors first reported a position in BSCK in Q1 2015 and held it in 12 quarters. The position peaked at $372K in Q1 2019. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Optimum Investment Advisors reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 13,725 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $291K.
  • Optimum Investment Advisors first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2015 and held it in 12 quarters.
  • Optimum Investment Advisors's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $372K in Q1 2019.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.