OIA
BSCM

Optimum Investment Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Optimum Investment Advisors’s Portfolio BSCM Stock Details BSCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,000
Closed -$21.2K – 796
2022
Q4 		$21.2K Sell
1,000
-38,495
-97% -$817K 0.01% 480
2022
Q3 		$837K Sell
39,495
-735
-2% -$15.6K 0.45% 55
2022
Q2 		$852K Sell
40,230
-375
-0.9% -$7.96K 0.43% 56
2022
Q1 		$863K Hold
40,605
– – 0.36% 61
2021
Q4 		$869K Hold
40,605
– – 0.34% 65
2021
Q3 		$874K Buy
40,605
+6,140
+18% +$132K 0.37% 58
2021
Q2 		$744K Buy
34,465
+6,840
+25% +$148K 0.23% 92
2021
Q1 		$598K Buy
27,625
+9,450
+52% +$205K 0.18% 121
2020
Q4 		$395K Buy
18,175
+1,200
+7% +$26.2K 0.12% 161
2020
Q3 		$371K Buy
16,975
+500
+3% +$10.9K 0.12% 149
2020
Q2 		$359K Buy
16,475
+500
+3% +$10.8K 0.13% 157
2020
Q1 		$338K Buy
15,975
+1,000
+7% +$21.3K 0.14% 154
2019
Q4 		$322K Sell
14,975
-1,200
-7% -$25.8K 0.1% 211
2019
Q3 		$348K Hold
16,175
– – 0.11% 191
2019
Q2 		$346K Buy
16,175
+300
+2% +$6.35K 0.11% 190
2019
Q1 		$335K Buy
15,875
+4,575
+40% +$95.5K 0.11% 197
2018
Q4 		$233K Hold
11,300
– – 0.08% 228
2018
Q3 		$233K Buy
11,300
+1,200
+12% +$24.8K 0.06% 281
2018
Q2 		$209K Buy
10,100
+1,500
+17% +$31K 0.06% 291
2018
Q1 		$179K Buy
+8,600
New +$180K 0.05% 306

Other funds holding BSCM

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Optimum Investment Advisors's BSCM Position: Q1 2023 in Review

Optimum Investment Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q1 2023, closing a stake of 1,000 shares — an estimated $21.2K sold.

Optimum Investment Advisors first reported a position in BSCM in Q1 2018 and held it in 20 quarters. The position peaked at $874K in Q3 2021. 0 funds tracked by Wall St. Rank hold BSCM as of Q1 2023.

  • Optimum Investment Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Invesco BulletShares 2022 Corporate Bond ETF shares in Q1 2023, an estimated $21.2K.
  • Optimum Investment Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2018 and held it in 20 quarters.
  • Optimum Investment Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $874K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.