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Optimum Investment Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Optimum Investment Advisors’s Portfolio BSJR Stock Details BSJR 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 – 771
2022
Q3 		$2K Buy
+97
New +$2.11K ﹤0.01% 723

Other funds holding BSJR

AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCWM
Harrison & Co Wealth Management Roanoke, Virginia $103M AUM 9.82% 1-Year Est. Return
BAM
Banta Asset Management Newport Beach, California $99.5M AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
GGI
GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Optimum Investment Advisors sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q4 2022, closing a stake of 97 shares — an estimated $2K sold.

Optimum Investment Advisors first reported a position in BSJR in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 39 funds tracked by Wall St. Rank hold BSJR as of Q4 2022.

  • Optimum Investment Advisors reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 97 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $2K.
  • Optimum Investment Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Optimum Investment Advisors's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $2K in Q3 2022.
  • 39 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q4 2022.

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