LFPWM
BSJH

Leicht Financial Planning & Wealth Management’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Leicht Financial Planning & Wealth Management’s Portfolio BSJH Stock Details BSJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-113,727
Closed -$2.92M – 27
2017
Q3 		$2.92M Sell
113,727
-13,655
-11% -$351K 2.43% 12
2017
Q2 		$3.27M Buy
127,382
+14,972
+13% +$385K 2.81% 14
2017
Q1 		$2.88M Buy
112,410
+5,966
+6% +$154K 2.62% 15
2016
Q4 		$2.75M Buy
+106,444
New +$2.75M 2.54% 11

Other funds holding BSJH

MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's BSJH Position: Q4 2017 in Review

Leicht Financial Planning & Wealth Management sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q4 2017, closing a stake of 113,727 shares — an estimated $2.92M sold.

Leicht Financial Planning & Wealth Management first reported a position in BSJH in Q4 2016 and held it in 4 quarters. The position peaked at $3.27M in Q2 2017. 4 funds tracked by Wall St. Rank hold BSJH as of Q4 2017.

  • Leicht Financial Planning & Wealth Management reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 113,727 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $2.92M.
  • Leicht Financial Planning & Wealth Management first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q4 2016 and held it in 4 quarters.
  • Leicht Financial Planning & Wealth Management's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $3.27M in Q2 2017.
  • 4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q4 2017.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q4 2017, filed 12 Jan 2018.