Leicht Financial Planning & Wealth Management’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,506,262	Closed	-$37.8M	–	41
2018 Q2	$37.8M	Buy	1,506,262 +523,987	+53%	+$13.2M	32.23%	1
2018 Q1	$24.7M	Buy	982,275 +265,907	+37%	+$6.67M	21.34%	1
2017 Q4	$18M	Buy	716,368 +26,558	+4%	+$669K	15.1%	4
2017 Q3	$17.4M	Buy	689,810 +469,095	+213%	+$11.9M	14.49%	4
2017 Q2	$5.58M	Buy	220,715 +15,462	+8%	+$392K	4.81%	8
2017 Q1	$5.17M	Buy	205,253 +8,164	+4%	+$206K	4.7%	8
2016 Q4	$4.98M	Buy	+197,089	New	+$4.96M	4.61%	8

Other funds holding BSJI

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

MFWM

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

RJFSA

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

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

Leicht Financial Planning & Wealth Management's BSJI Position: Q3 2018 in Review

Leicht Financial Planning & Wealth Management sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q3 2018, closing a stake of 1,506,262 shares — an estimated $37.8M sold.

Leicht Financial Planning & Wealth Management first reported a position in BSJI in Q4 2016 and held it in 7 quarters. The position peaked at $37.8M in Q2 2018. 99 funds tracked by Wall St. Rank hold BSJI as of Q3 2018.

Leicht Financial Planning & Wealth Management reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 1,506,262 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q3 2018, an estimated $37.8M.
Leicht Financial Planning & Wealth Management first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q4 2016 and held it in 7 quarters.
Leicht Financial Planning & Wealth Management's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $37.8M in Q2 2018.
99 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q3 2018.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.