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Optimum Investment Advisors’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Optimum Investment Advisors’s Portfolio BSJQ Stock Details BSJQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-97
Closed -$2K – 770
2022
Q3 		$2K Buy
+97
New +$2.21K ﹤0.01% 722

Other funds holding BSJQ

IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
Cetera Advisors
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Optimum Investment Advisors sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q4 2022, closing a stake of 97 shares — an estimated $2K sold.

Optimum Investment Advisors first reported a position in BSJQ in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 78 funds tracked by Wall St. Rank hold BSJQ as of Q4 2022.

  • Optimum Investment Advisors reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 97 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $2K.
  • Optimum Investment Advisors first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Optimum Investment Advisors's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $2K in Q3 2022.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q4 2022.

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