Leicht Financial Planning & Wealth Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-20,420	Closed	-$499K	–	37
2018 Q2	$499K	Sell	20,420 -89,019	-81%	-$2.19M	0.43%	20
2018 Q1	$2.68M	Sell	109,439 -43,131	-28%	-$1.07M	2.32%	10
2017 Q4	$3.83M	Sell	152,570 -2,660	-2%	-$67K	3.21%	9
2017 Q3	$3.93M	Buy	155,230 +12,324	+9%	+$312K	3.27%	8
2017 Q2	$3.59M	Buy	142,906 +26,663	+23%	+$675K	3.1%	13
2017 Q1	$2.92M	Buy	116,243 +42,040	+57%	+$1.06M	2.66%	14
2016 Q4	$1.87M	Buy	+74,203	New	+$1.84M	1.73%	15

Other funds holding BSJM

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

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

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

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SIC

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

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

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

Leicht Financial Planning & Wealth Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q3 2018, closing a stake of 20,420 shares — an estimated $499K sold.

Leicht Financial Planning & Wealth Management first reported a position in BSJM in Q4 2016 and held it in 7 quarters. The position peaked at $3.93M in Q3 2017. 75 funds tracked by Wall St. Rank hold BSJM as of Q3 2018.

Leicht Financial Planning & Wealth Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 20,420 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q3 2018, an estimated $499K.
Leicht Financial Planning & Wealth Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2016 and held it in 7 quarters.
Leicht Financial Planning & Wealth Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $3.93M in Q3 2017.
75 funds tracked by Wall St. Rank held Invesco BulletShares 2022 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.