OIA
BSCL

Optimum Investment Advisors’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Optimum Investment Advisors’s Portfolio BSCL Stock Details BSCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-33,330
Closed -$703K – 882
2021
Q3 		$703K Buy
33,330
+2,440
+8% +$51.5K 0.3% 77
2021
Q2 		$652K Buy
30,890
+6,865
+29% +$145K 0.2% 107
2021
Q1 		$508K Buy
24,025
+9,150
+62% +$194K 0.15% 143
2020
Q4 		$315K Hold
14,875
– – 0.1% 190
2020
Q3 		$317K Buy
14,875
+2,000
+16% +$42.7K 0.11% 168
2020
Q2 		$275K Hold
12,875
– – 0.1% 197
2020
Q1 		$270K Sell
12,875
-500
-4% -$10.5K 0.11% 181
2019
Q4 		$284K Sell
13,375
-1,200
-8% -$25.5K 0.08% 224
2019
Q3 		$310K Hold
14,575
– – 0.1% 208
2019
Q2 		$309K Sell
14,575
-2,100
-13% -$44.3K 0.1% 210
2019
Q1 		$351K Buy
16,675
+4,575
+38% +$95.6K 0.12% 188
2018
Q4 		$251K Hold
12,100
– – 0.09% 216
2018
Q3 		$251K Buy
12,100
+4,700
+64% +$97.6K 0.07% 266
2018
Q2 		$154K Buy
7,400
+2,000
+37% +$41.5K 0.04% 333
2018
Q1 		$112K Buy
+5,400
New +$113K 0.03% 385

Other funds holding BSCL

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

Optimum Investment Advisors's BSCL Position: Q4 2021 in Review

Optimum Investment Advisors sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2021, closing a stake of 33,330 shares — an estimated $703K sold.

Optimum Investment Advisors first reported a position in BSCL in Q1 2018 and held it in 15 quarters. The position peaked at $703K in Q3 2021. 1 fund tracked by Wall St. Rank holds BSCL as of Q4 2021.

  • Optimum Investment Advisors reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 33,330 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2021, an estimated $703K.
  • Optimum Investment Advisors first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2018 and held it in 15 quarters.
  • Optimum Investment Advisors's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $703K in Q3 2021.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2021.

Based on Optimum Investment Advisors's 13F filing for Q4 2021, filed 17 Mar 2022.