Leicht Financial Planning & Wealth Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-16,450	Closed	-$353K	–	72
2019 Q4	$353K	Buy	16,450 +30	+0.2%	+$643	0.32%	49
2019 Q3	$352K	Buy	16,420 +4,550	+38%	+$97.1K	0.34%	42
2019 Q2	$252K	Buy	11,870 +850	+8%	+$17.7K	0.25%	45
2019 Q1	$228K	Buy	+11,020	New	+$224K	0.23%	42

Other funds holding BSCO

BCM

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

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

FFW

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

MFWM

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

1IA

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

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

IWC

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Leicht Financial Planning & Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q1 2020, closing a stake of 16,450 shares — an estimated $353K sold.

Leicht Financial Planning & Wealth Management first reported a position in BSCO in Q1 2019 and held it in 4 quarters. The position peaked at $353K in Q4 2019. 181 funds tracked by Wall St. Rank hold BSCO as of Q1 2020.

Leicht Financial Planning & Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 16,450 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2020, an estimated $353K.
Leicht Financial Planning & Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2019 and held it in 4 quarters.
Leicht Financial Planning & Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $353K in Q4 2019.
181 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2020.

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