Leicht Financial Planning & Wealth Management’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Leicht Financial Planning & Wealth Management’s Portfolio BSCH Stock Details BSCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-9,798	Closed	-$221K	–	28
2017 Q3	$221K	Sell	9,798 -7,053	-42%	-$159K	0.18%	23
2017 Q2	$380K	Sell	16,851 -19,772	-54%	-$447K	0.33%	20
2017 Q1	$828K	Sell	36,623 -47,574	-57%	-$1.08M	0.75%	20
2016 Q4	$1.91M	Buy	+84,197	New	+$1.91M	1.76%	14

Other funds holding BSCH

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's BSCH Position: Q4 2017 in Review

Leicht Financial Planning & Wealth Management sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q4 2017, closing a stake of 9,798 shares — an estimated $221K sold.

Leicht Financial Planning & Wealth Management first reported a position in BSCH in Q4 2016 and held it in 4 quarters. The position peaked at $1.91M in Q4 2016. 6 funds tracked by Wall St. Rank hold BSCH as of Q4 2017.

Leicht Financial Planning & Wealth Management reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 9,798 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2017, an estimated $221K.
Leicht Financial Planning & Wealth Management first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q4 2016 and held it in 4 quarters.
Leicht Financial Planning & Wealth Management's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $1.91M in Q4 2016.
6 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2017.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q4 2017, filed 12 Jan 2018.