LFPWM
BSCK

Leicht Financial Planning & Wealth Management’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Leicht Financial Planning & Wealth Management’s Portfolio BSCK Stock Details BSCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-53,875
Closed -$1.15M – 74
2019
Q4 		$1.15M Sell
53,875
-92,801
-63% -$1.98M 1.04% 29
2019
Q3 		$3.12M Sell
146,676
-37,069
-20% -$790K 2.98% 17
2019
Q2 		$3.91M Sell
183,745
-145,962
-44% -$3.1M 3.82% 12
2019
Q1 		$7M Sell
329,707
-147,080
-31% -$3.11M 7.21% 2
2018
Q4 		$10M Sell
476,787
-88,583
-16% -$1.86M 13.25% 2
2018
Q3 		$11.9M Buy
565,370
+549,845
+3,542% +$11.6M 14.14% 2
2018
Q2 		$328K Hold
15,525
– – 0.28% 23
2018
Q1 		$328K Sell
15,525
-147
-0.9% -$3.11K 0.28% 21
2017
Q4 		$334K Buy
+15,672
New +$335K 0.28% 22
2017
Q2 		– Sell
-14,027
Closed -$299K – 27
2017
Q1 		$299K Sell
14,027
-14,512
-51% -$309K 0.27% 24
2016
Q4 		$607K Buy
+28,539
New +$610K 0.56% 21

Other funds holding BSCK

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return
SFWC
Strategic Family Wealth Counselors Fairfield, New Jersey $381M AUM 21.36% 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 BSCK Position: Q1 2020 in Review

Leicht Financial Planning & Wealth Management sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q1 2020, closing a stake of 53,875 shares — an estimated $1.15M sold.

Leicht Financial Planning & Wealth Management first reported a position in BSCK in Q4 2016 and held it in 11 quarters. The position peaked at $11.9M in Q3 2018. 252 funds tracked by Wall St. Rank hold BSCK as of Q1 2020.

  • Leicht Financial Planning & Wealth Management reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 53,875 Invesco BulletShares 2020 Corporate Bond ETF shares in Q1 2020, an estimated $1.15M.
  • Leicht Financial Planning & Wealth Management first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2016 and held it in 11 quarters.
  • Leicht Financial Planning & Wealth Management's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $11.9M in Q3 2018.
  • 252 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q1 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2020, filed 13 Apr 2020.