Leicht Financial Planning & Wealth Management’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-687,782	Closed	-$16.6M	–	40
2018 Q2	$16.6M	Sell	687,782 -166,411	-19%	-$4.03M	14.18%	2
2018 Q1	$20.7M	Buy	854,193 +60,821	+8%	+$1.48M	17.87%	2
2017 Q4	$19.4M	Buy	793,372 +21,388	+3%	+$525K	16.28%	1
2017 Q3	$19M	Buy	771,984 +500,838	+185%	+$12.3M	15.83%	1
2017 Q2	$6.65M	Buy	271,146 +31,239	+13%	+$767K	5.73%	5
2017 Q1	$5.86M	Buy	239,907 +22,212	+10%	+$541K	5.33%	6
2016 Q4	$5.29M	Buy	+217,695	New	+$5.24M	4.89%	7

Other funds holding BSJJ

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

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

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

UCFA

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

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

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

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

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return

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

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

Leicht Financial Planning & Wealth Management sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q3 2018, closing a stake of 687,782 shares — an estimated $16.6M sold.

Leicht Financial Planning & Wealth Management first reported a position in BSJJ in Q4 2016 and held it in 7 quarters. The position peaked at $20.7M in Q1 2018. 131 funds tracked by Wall St. Rank hold BSJJ as of Q3 2018.

Leicht Financial Planning & Wealth Management reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 687,782 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q3 2018, an estimated $16.6M.
Leicht Financial Planning & Wealth Management first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q4 2016 and held it in 7 quarters.
Leicht Financial Planning & Wealth Management's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $20.7M in Q1 2018.
131 funds tracked by Wall St. Rank held Invesco BulletShares 2019 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.