OIA
BSJO

Optimum Investment Advisors’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Optimum Investment Advisors’s Portfolio BSJO Stock Details BSJO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-99
Closed -$2K – 844
2022
Q3 		$2K Buy
+99
New +$2.21K ﹤0.01% 746

Other funds holding BSJO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

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

Optimum Investment Advisors sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2022, closing a stake of 99 shares — an estimated $2K sold.

Optimum Investment Advisors first reported a position in BSJO in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 143 funds tracked by Wall St. Rank hold BSJO as of Q4 2022.

  • Optimum Investment Advisors reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 99 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $2K.
  • Optimum Investment Advisors first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Optimum Investment Advisors's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $2K in Q3 2022.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2022.

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