Leicht Financial Planning & Wealth Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-9,315	Closed	-$231K	–	31
2018 Q1	$231K	Sell	9,315 -20,465	-69%	-$517K	0.2%	22
2017 Q4	$770K	Sell	29,780 -4,400	-13%	-$113K	0.65%	19
2017 Q3	$887K	Sell	34,180 -7,600	-18%	-$195K	0.74%	19
2017 Q2	$1.06M	Buy	41,780 +1,730	+4%	+$44.2K	0.92%	18
2017 Q1	$1.01M	Buy	40,050 +27,850	+228%	+$705K	0.92%	19
2016 Q4	$310K	Buy	+12,200	New	+$305K	0.29%	24

Other funds holding BSJO

UCFA

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

MCP

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

BCM

Bluefin Capital Management New York $156M AUM 18.42% 1-Year Est. Return

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Leicht Financial Planning & Wealth Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q2 2018, closing a stake of 9,315 shares — an estimated $231K sold.

Leicht Financial Planning & Wealth Management first reported a position in BSJO in Q4 2016 and held it in 6 quarters. The position peaked at $1.06M in Q2 2017. 22 funds tracked by Wall St. Rank hold BSJO as of Q2 2018.

Leicht Financial Planning & Wealth Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 9,315 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q2 2018, an estimated $231K.
Leicht Financial Planning & Wealth Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2016 and held it in 6 quarters.
Leicht Financial Planning & Wealth Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $1.06M in Q2 2017.
22 funds tracked by Wall St. Rank held Invesco BulletShares 2024 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.