Optimum Investment Advisors’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-7,610
Closed -$191K 1073
2018
Q3
$191K Hold
7,610
0.05% 309
2018
Q2
$191K Buy
7,610
+1,000
+15% +$25.1K 0.06% 301
2018
Q1
$166K Buy
+6,610
New +$166K 0.05% 318

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

Optimum Investment Advisors sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q4 2018, closing a stake of 7,610 shares — an estimated $191K sold.

Optimum Investment Advisors first reported a position in BSJI in Q1 2018 and held it in 3 quarters. The position peaked at $191K in Q3 2018. 1 fund tracked by Wall St. Rank holds BSJI as of Q4 2018.

  • Optimum Investment Advisors reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 7,610 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q4 2018, an estimated $191K.
  • Optimum Investment Advisors first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q1 2018 and held it in 3 quarters.
  • Optimum Investment Advisors's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $191K in Q3 2018.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q4 2018.

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