Optimum Investment Advisors’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Optimum Investment Advisors’s Portfolio BSJN Stock Details BSJN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-98	Closed	-$2K	–	848
2022 Q3	$2K	Buy	+98	New	+$2.29K	﹤0.01%	748
2020 Q1	–	Sell	-1,000	Closed	-$26K	–	972
2019 Q4	$26K	Hold	1,000	–	–	0.01%	630
2019 Q3	$26K	Hold	1,000	–	–	0.01%	632
2019 Q2	$26K	Hold	1,000	–	–	0.01%	638
2019 Q1	$26K	Buy	+1,000	New	+$25.7K	0.01%	644

Other funds holding BSJN

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Optimum Investment Advisors sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2022, closing a stake of 98 shares — an estimated $2K sold.

Optimum Investment Advisors first reported a position in BSJN in Q1 2019 and held it in 5 quarters. The position peaked at $26K in Q4 2019. 148 funds tracked by Wall St. Rank hold BSJN as of Q4 2022.

Optimum Investment Advisors reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Optimum Investment Advisors sold 98 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $2K.
Optimum Investment Advisors first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2019 and held it in 5 quarters.
Optimum Investment Advisors's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $26K in Q4 2019.
148 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2022.

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