OIA
BSJM

Optimum Investment Advisors’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Optimum Investment Advisors’s Portfolio BSJM Stock Details BSJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-106
Closed -$2K – 853
2022
Q3 		$2K Buy
+106
New +$2.35K ﹤0.01% 750
2020
Q1 		– Sell
-90
Closed -$2K – 976
2019
Q4 		$2K Hold
90
– – ﹤0.01% 904
2019
Q3 		$2K Hold
90
– – ﹤0.01% 947
2019
Q2 		$2K Hold
90
– – ﹤0.01% 899
2019
Q1 		$2K Hold
90
– – ﹤0.01% 962
2018
Q4 		$2K Hold
90
– – ﹤0.01% 921
2018
Q3 		$2K Hold
90
– – ﹤0.01% 989
2018
Q2 		$2K Buy
+90
New +$2.21K ﹤0.01% 1013

Other funds holding BSJM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Optimum Investment Advisors's BSJM Position: Q4 2022 in Review

Optimum Investment Advisors sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 106 shares — an estimated $2K sold.

Optimum Investment Advisors first reported a position in BSJM in Q2 2018 and held it in 8 quarters. The position peaked at $2K in Q3 2022. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

  • Optimum Investment Advisors reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 106 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $2K.
  • Optimum Investment Advisors first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q2 2018 and held it in 8 quarters.
  • Optimum Investment Advisors's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $2K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.