Leicht Financial Planning & Wealth Management’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-661,961	Closed	-$16M	–	39
2018 Q2	$16M	Sell	661,961 -169,065	-20%	-$4.11M	13.67%	3
2018 Q1	$20.2M	Buy	831,026 +53,066	+7%	+$1.3M	17.43%	3
2017 Q4	$19.2M	Buy	777,960 +17,878	+2%	+$442K	16.09%	2
2017 Q3	$18.9M	Buy	760,082 +501,817	+194%	+$12.5M	15.72%	2
2017 Q2	$6.39M	Buy	258,265 +40,191	+18%	+$995K	5.51%	7
2017 Q1	$5.35M	Buy	218,074 +44,705	+26%	+$1.1M	4.86%	7
2016 Q4	$4.25M	Buy	+173,369	New	+$4.19M	3.93%	9

Other funds holding BSJK

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

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

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

UCFA

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

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 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

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

AMG

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

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

Leicht Financial Planning & Wealth Management sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q3 2018, closing a stake of 661,961 shares — an estimated $16M sold.

Leicht Financial Planning & Wealth Management first reported a position in BSJK in Q4 2016 and held it in 7 quarters. The position peaked at $20.2M in Q1 2018. 112 funds tracked by Wall St. Rank hold BSJK as of Q3 2018.

Leicht Financial Planning & Wealth Management reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 661,961 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q3 2018, an estimated $16M.
Leicht Financial Planning & Wealth Management first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2016 and held it in 7 quarters.
Leicht Financial Planning & Wealth Management's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $20.2M in Q1 2018.
112 funds tracked by Wall St. Rank held Invesco BulletShares 2020 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.