Leicht Financial Planning & Wealth Management’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-37,284	Closed	-$795K	–	73
2019 Q4	$795K	Sell	37,284 -30,474	-45%	-$649K	0.72%	37
2019 Q3	$1.44M	Buy	67,758 +6,829	+11%	+$145K	1.38%	24
2019 Q2	$1.29M	Buy	60,929 +29,637	+95%	+$619K	1.26%	22
2019 Q1	$651K	Buy	+31,292	New	+$641K	0.67%	36
2017 Q1	–	Sell	-13,785	Closed	-$285K	–	29
2016 Q4	$285K	Buy	+13,785	New	+$287K	0.26%	29

Other funds holding BSCN

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

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

Leicht Financial Planning & Wealth Management's BSCN Position: Q1 2020 in Review

Leicht Financial Planning & Wealth Management sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q1 2020, closing a stake of 37,284 shares — an estimated $795K sold.

Leicht Financial Planning & Wealth Management first reported a position in BSCN in Q4 2016 and held it in 5 quarters. The position peaked at $1.44M in Q3 2019. 209 funds tracked by Wall St. Rank hold BSCN as of Q1 2020.

Leicht Financial Planning & Wealth Management reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 37,284 Invesco BulletShares 2023 Corporate Bond ETF shares in Q1 2020, an estimated $795K.
Leicht Financial Planning & Wealth Management first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2016 and held it in 5 quarters.
Leicht Financial Planning & Wealth Management's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $1.44M in Q3 2019.
209 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q1 2020.

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