Leicht Financial Planning & Wealth Management’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-16,530	Closed	-$347K	–	66
2020 Q1	$347K	Sell	16,530 -72,885	-82%	-$1.54M	0.34%	42
2019 Q4	$1.9M	Sell	89,415 -71,568	-44%	-$1.52M	1.73%	21
2019 Q3	$3.42M	Buy	160,983 +4,814	+3%	+$102K	3.27%	14
2019 Q2	$3.31M	Buy	156,169 +25,865	+20%	+$545K	3.24%	13
2019 Q1	$2.74M	Buy	130,304 +71,642	+122%	+$1.5M	2.82%	12
2018 Q4	$1.22M	Hold	58,662	–	–	1.61%	18
2018 Q3	$1.22M	Buy	+58,662	New	+$1.22M	1.44%	23
2018 Q2	–	Sell	-9,879	Closed	-$206K	–	33
2018 Q1	$206K	Hold	9,879	–	–	0.18%	24
2017 Q4	$208K	Buy	+9,879	New	+$210K	0.17%	25
2017 Q1	–	Sell	-16,521	Closed	-$349K	–	28
2016 Q4	$349K	Buy	+16,521	New	+$351K	0.32%	23

Other funds holding BSCL

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

MFWM

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

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's BSCL Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q2 2020, closing a stake of 16,530 shares — an estimated $347K sold.

Leicht Financial Planning & Wealth Management first reported a position in BSCL in Q4 2016 and held it in 10 quarters. The position peaked at $3.42M in Q3 2019. 267 funds tracked by Wall St. Rank hold BSCL as of Q2 2020.

Leicht Financial Planning & Wealth Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 16,530 Invesco BulletShares 2021 Corporate Bond ETF shares in Q2 2020, an estimated $347K.
Leicht Financial Planning & Wealth Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2016 and held it in 10 quarters.
Leicht Financial Planning & Wealth Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $3.42M in Q3 2019.
267 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.