Leicht Financial Planning & Wealth Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-28,068	Closed	-$593K	–	67
2020 Q1	$593K	Sell	28,068 -64,632	-70%	-$1.38M	0.57%	28
2019 Q4	$1.99M	Sell	92,700 -60,547	-40%	-$1.3M	1.82%	19
2019 Q3	$3.29M	Buy	153,247 +5,437	+4%	+$117K	3.15%	15
2019 Q2	$3.16M	Buy	147,810 +32,500	+28%	+$688K	3.1%	15
2019 Q1	$2.44M	Buy	115,310 +100,759	+692%	+$2.1M	2.51%	15
2018 Q4	$299K	Hold	14,551	–	–	0.39%	34
2018 Q3	$299K	Buy	+14,551	New	+$301K	0.35%	33
2018 Q2	–	Sell	-10,546	Closed	-$219K	–	34
2018 Q1	$219K	Sell	10,546 -2,391	-18%	-$49.9K	0.19%	23
2017 Q4	$274K	Buy	+12,937	New	+$276K	0.23%	23
2017 Q1	–	Sell	-13,310	Closed	-$279K	–	30
2016 Q4	$279K	Buy	+13,310	New	+$282K	0.26%	30

Other funds holding BSCM

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

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

Leicht Financial Planning & Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2020, closing a stake of 28,068 shares — an estimated $593K sold.

Leicht Financial Planning & Wealth Management first reported a position in BSCM in Q4 2016 and held it in 10 quarters. The position peaked at $3.29M in Q3 2019. 257 funds tracked by Wall St. Rank hold BSCM as of Q2 2020.

Leicht Financial Planning & Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 28,068 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2020, an estimated $593K.
Leicht Financial Planning & Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2016 and held it in 10 quarters.
Leicht Financial Planning & Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $3.29M in Q3 2019.
257 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2020.

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