Leicht Financial Planning & Wealth Management’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-10,266	Closed	-$218K	–	26
2017 Q3	$218K	Sell	10,266 -1,323	-11%	-$28K	0.18%	24
2017 Q2	$246K	Sell	11,589 -9,871	-46%	-$210K	0.21%	22
2017 Q1	$456K	Sell	21,460 -37,305	-63%	-$792K	0.41%	22
2016 Q4	$1.25M	Buy	+58,765	New	+$1.25M	1.15%	19

Other funds holding BSCI

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

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

Leicht Financial Planning & Wealth Management sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q4 2017, closing a stake of 10,266 shares — an estimated $218K sold.

Leicht Financial Planning & Wealth Management first reported a position in BSCI in Q4 2016 and held it in 4 quarters. The position peaked at $1.25M in Q4 2016. 157 funds tracked by Wall St. Rank hold BSCI as of Q4 2017.

Leicht Financial Planning & Wealth Management reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 10,266 Invesco BulletShares 2018 Corporate Bond ETF shares in Q4 2017, an estimated $218K.
Leicht Financial Planning & Wealth Management first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q4 2016 and held it in 4 quarters.
Leicht Financial Planning & Wealth Management's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $1.25M in Q4 2016.
157 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q4 2017.

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