Optimum Investment Advisors’s AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return RJA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-14,000	Closed	-$127K	–	856
2022 Q3	$127K	Hold	14,000	–	–	0.07%	237
2022 Q2	$131K	Sell	14,000 -5,500	-28%	-$57.2K	0.07%	244
2022 Q1	$197K	Buy	+19,500	New	+$185K	0.08%	207

Other funds holding RJA

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Optimum Investment Advisors sold out of AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return (RJA) in Q4 2022, closing a stake of 14,000 shares — an estimated $127K sold.

Optimum Investment Advisors first reported a position in RJA in Q1 2022 and held it in 3 quarters. The position peaked at $197K in Q1 2022. 2 funds tracked by Wall St. Rank hold RJA as of Q4 2022.

Optimum Investment Advisors reported no remaining AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return position as of Q4 2022 after selling out during the quarter.
Optimum Investment Advisors sold 14,000 AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return shares in Q4 2022, an estimated $127K.
Optimum Investment Advisors first reported a position in AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return in Q1 2022 and held it in 3 quarters.
Optimum Investment Advisors's AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return position peaked at $197K in Q1 2022.
2 funds tracked by Wall St. Rank held AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return as of Q4 2022.

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