Leicht Financial Planning & Wealth Management’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-106,069	Closed	-$2.6M	–	38
2018 Q2	$2.6M	Sell	106,069 -423,258	-80%	-$10.4M	2.22%	12
2018 Q1	$13M	Sell	529,327 -214,451	-29%	-$5.31M	11.23%	4
2017 Q4	$18.6M	Buy	743,778 +19,449	+3%	+$488K	15.63%	3
2017 Q3	$18.2M	Buy	724,329 +511,863	+241%	+$12.9M	15.17%	3
2017 Q2	$5.32M	Buy	212,466 +41,974	+25%	+$1.05M	4.59%	9
2017 Q1	$4.25M	Buy	170,492 +51,569	+43%	+$1.28M	3.86%	9
2016 Q4	$2.95M	Buy	+118,923	New	+$2.93M	2.73%	10

Other funds holding BSJL

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

ACG

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

RJFSA

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

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

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

Leicht Financial Planning & Wealth Management sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q3 2018, closing a stake of 106,069 shares — an estimated $2.6M sold.

Leicht Financial Planning & Wealth Management first reported a position in BSJL in Q4 2016 and held it in 7 quarters. The position peaked at $18.6M in Q4 2017. 77 funds tracked by Wall St. Rank hold BSJL as of Q3 2018.

Leicht Financial Planning & Wealth Management reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 106,069 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q3 2018, an estimated $2.6M.
Leicht Financial Planning & Wealth Management first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q4 2016 and held it in 7 quarters.
Leicht Financial Planning & Wealth Management's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $18.6M in Q4 2017.
77 funds tracked by Wall St. Rank held Invesco BulletShares 2021 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.