Leicht Financial Planning & Wealth Management’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-21,115	Closed	-$546K	–	32
2018 Q1	$546K	Sell	21,115 -27,578	-57%	-$722K	0.47%	18
2017 Q4	$1.3M	Sell	48,693 -4,400	-8%	-$117K	1.09%	16
2017 Q3	$1.42M	Sell	53,093 -7,600	-13%	-$203K	1.18%	16
2017 Q2	$1.62M	Buy	60,693 +8,095	+15%	+$217K	1.39%	17
2017 Q1	$1.4M	Buy	52,598 +41,700	+383%	+$1.11M	1.27%	18
2016 Q4	$290K	Buy	+10,898	New	+$286K	0.27%	26

Other funds holding BSJN

UCFA

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

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

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

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

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

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's BSJN Position: Q2 2018 in Review

Leicht Financial Planning & Wealth Management sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q2 2018, closing a stake of 21,115 shares — an estimated $546K sold.

Leicht Financial Planning & Wealth Management first reported a position in BSJN in Q4 2016 and held it in 6 quarters. The position peaked at $1.62M in Q2 2017. 38 funds tracked by Wall St. Rank hold BSJN as of Q2 2018.

Leicht Financial Planning & Wealth Management reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 21,115 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q2 2018, an estimated $546K.
Leicht Financial Planning & Wealth Management first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2016 and held it in 6 quarters.
Leicht Financial Planning & Wealth Management's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $1.62M in Q2 2017.
38 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q2 2018.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2018, filed 16 Jul 2018.