Optimum Investment Advisors’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-8,300
Closed -$199K 1042
2019
Q3
$199K Hold
8,300
0.06% 263
2019
Q2
$199K Sell
8,300
-2,100
-20% -$50.3K 0.06% 269
2019
Q1
$250K Buy
10,400
+350
+3% +$8.38K 0.08% 237
2018
Q4
$238K Hold
10,050
0.08% 224
2018
Q3
$244K Buy
10,050
+2,100
+26% +$50.9K 0.07% 272
2018
Q2
$192K Buy
7,950
+1,100
+16% +$26.6K 0.06% 299
2018
Q1
$167K Buy
+6,850
New +$166K 0.05% 317

Optimum Investment Advisors's BSJJ Position: Q4 2019 in Review

Optimum Investment Advisors sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q4 2019, closing a stake of 8,300 shares — an estimated $199K sold.

Optimum Investment Advisors first reported a position in BSJJ in Q1 2018 and held it in 7 quarters. The position peaked at $250K in Q1 2019. 0 funds tracked by Wall St. Rank hold BSJJ as of Q4 2019.

  • Optimum Investment Advisors reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 8,300 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $199K.
  • Optimum Investment Advisors first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q1 2018 and held it in 7 quarters.
  • Optimum Investment Advisors's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $250K in Q1 2019.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.