Leicht Financial Planning & Wealth Management, Inc. Closed Holding Positions

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
META Meta Platforms, Inc. Communication Services	Q2 2022 Filed on Jul 13, 2022	1,250	$155.85 - $233.89 $195K - $292K
XLB Select Sector Spdr Fd Material ETFs	Q2 2022 Filed on Jul 13, 2022	44,690	$73.54 - $90.55 $3.29M - $4.05M
SRLN Ssga Active Trust ETFs	Q1 2022 Filed on Apr 26, 2022	74,715	$43.97 - $45.84 $3.29M - $3.42M
XSOE Wisdomtree Tr Emerging Mkts Ex ETFs	Q3 2021 Filed on Oct 22, 2021	165,823	$37.03 - $41.81 $6.14M - $6.93M
GMF Spdr Index Shs Fund Spdr S&P E ETFs	Q2 2021 Filed on Jul 23, 2021	7,900	$125.83 - $136.7 $994K - $1.08M
DXJ Wisdomtree Trust Japan Hedged ETFs	Q2 2021 Filed on Jul 23, 2021	74,956	$58.6 - $62.81 $4.39M - $4.71M
GOEX Global X Gold Explorers ETF ETFs	Q1 2021 Filed on Apr 19, 2021	102,098	$28.28 - $37.67 $2.89M - $3.85M
SPHQ Invesco Exchange Traded Fd Tr ETFs	Q1 2021 Filed on Apr 19, 2021	294,523	$41.62 - $44.42 $12.3M - $13.1M
MBB Ishares Tr ETFs	Q3 2020 Filed on Oct 19, 2020	2,889	$110.22 - $110.82 $318K - $320K
VRIG Invesco Actively Managed ETF F ETFs	Q3 2020 Filed on Oct 19, 2020	9,022	$24.62 - $24.92 $222K - $225K
VGSH Vanguard ETFs	Q2 2020 Filed on Jul 10, 2020	4,420	$62.08 - $62.28 $274K - $275K
RSP Invesco S&P 500 Equal Weight E ETFs	Q2 2020 Filed on Jul 10, 2020	5,871	$79.83 - $113.09 $469K - $664K
LQD Ishares Iboxx $ Investment Gra ETFs	Q2 2020 Filed on Jul 10, 2020	3,635	$121.1 - $134.5 $440K - $489K
TIP Ishares Tr Tips Bd ETF ETFs	Q2 2020 Filed on Jul 10, 2020	3,269	$118.46 - $123.2 $387K - $403K
VMBS Vanguard Mortg Backed Sec ETF ETFs	Q2 2020 Filed on Jul 10, 2020	25,941	$54.11 - $54.66 $1.4M - $1.42M
BOND Pimco Active Bond Exchange Tra ETFs	Q2 2020 Filed on Jul 10, 2020	3,279	$106.13 - $111.67 $348K - $366K
VNQI Vanguard Global Ex U.S. Real ETFs	Q2 2020 Filed on Jul 10, 2020	8,449	$40.33 - $50.46 $341K - $426K
Invesco Exch Trd Slf Idx Fd	Q2 2020 Filed on Jul 10, 2020	16,530	N/A
BSCM Invesco Et Self Idxd Fd Tr Bul ETFs	Q2 2020 Filed on Jul 10, 2020	28,068	$20.89 - $21.91 $586K - $615K
SHYG Ishares 0 5 Year High Yield CO ETFs	Q2 2020 Filed on Jul 10, 2020	12,155	$39.39 - $43.83 $479K - $533K
SLQD Ishares 0 5 Year Investment Gr ETFs	Q2 2020 Filed on Jul 10, 2020	7,973	$49.8 - $52.12 $397K - $416K
ICVT Ishares Tr Convertible Bond Et ETFs	Q2 2020 Filed on Jul 10, 2020	13,021	$51.72 - $71.01 $673K - $925K
FLOT Ishares Tr Fltg Rate Nt ETF ETFs	Q2 2020 Filed on Jul 10, 2020	4,997	$48.74 - $50.59 $244K - $253K
NEA Nuveen Amt Free Quality Municipal Income Fund Financial Services	Q2 2020 Filed on Jul 10, 2020	44,783	$12.72 - $13.9 $570K - $622K
BNDX Vanguard Total International B ETFs	Q2 2020 Filed on Jul 10, 2020	12,106	$56.12 - $57.76 $679K - $699K
VNQ Vanguard Specialized Funds Van ETFs	Q2 2020 Filed on Jul 10, 2020	7,007	$64.53 - $86.79 $452K - $608K
HYG Ishares Tr ETFs	Q2 2020 Filed on Jul 10, 2020	6,031	$73.55 - $84.56 $444K - $510K
SPTL Spdr Portfolio Long Term Treas ETFs	Q2 2020 Filed on Jul 10, 2020	35,581	$44.77 - $48.87 $1.59M - $1.74M
PCY Invesco Fd Tr Ii Emerging Mkts ETFs	Q2 2020 Filed on Jul 10, 2020	78,565	$22.75 - $26.8 $1.79M - $2.11M
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	Q2 2020 Filed on Jul 10, 2020	20,429	$51.64 - $54.14 $1.05M - $1.11M
SPTS Spdr Portfolio Short Term Trea ETFs	Q2 2020 Filed on Jul 10, 2020	27,084	$30.66 - $30.74 $830K - $833K
SPBO Spdr Ser Tr Spdr Portfolio Cor ETFs	Q2 2020 Filed on Jul 10, 2020	12,043	$32.09 - $35.22 $386K - $424K
SPY Spdr S&P 500 ETF Trust ETFs	Q2 2020 Filed on Jul 10, 2020	3,112	$246.15 - $323.2 $766K - $1.01M
ESGU Ishares Trust Ishares Esg Awar ETFs	Q2 2020 Filed on Jul 10, 2020	75,132	$55.08 - $72.67 $4.14M - $5.46M
MUB Ishares National Muni Bond ETF ETFs	Q2 2020 Filed on Jul 10, 2020	2,105	$109.93 - $115.44 $231K - $243K
BRK-A Berkshire Hathaway Inc Financial Services	Q2 2020 Filed on Jul 10, 2020	1	$253501.0 - $302235.0 $254K - $302K
USMF Wisdomtree Tr Us Multifactor F ETFs	Q2 2020 Filed on Jul 10, 2020	8,263	$23.43 - $31.32 $194K - $259K
IHDG Wisdomtree Tr ETFs	Q2 2020 Filed on Jul 10, 2020	217,755	$29.36 - $35.76 $6.39M - $7.79M
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	Q2 2020 Filed on Jul 10, 2020	272,080	$28.91 - $37.99 $7.87M - $10.3M
SIZE Ishares Msci Usa Size Factor E ETFs	Q2 2020 Filed on Jul 10, 2020	16,093	$67.45 - $95.16 $1.09M - $1.53M
QUAL Ishares Msci Usa Quality Facto ETFs	Q2 2020 Filed on Jul 10, 2020	52,719	$77.66 - $101.43 $4.09M - $5.35M
IGIB Ishares Trust Ishares 5 10 Yea ETFs	Q2 2020 Filed on Jul 10, 2020	18,576	$54.37 - $60.39 $1.01M - $1.12M
TLT Ishares Barclays 20+ Year Trea ETFs	Q2 2020 Filed on Jul 10, 2020	1,924	$156.11 - $171.29 $300K - $330K
IVV Ishares Core S&P 500 ETF ETFs	Q2 2020 Filed on Jul 10, 2020	2,483	$246.8 - $324.4 $613K - $805K
EPS Wisdomtree U.S. Largecap Fund ETFs	Q2 2020 Filed on Jul 10, 2020	272,183	$26.85 - $35.49 $7.31M - $9.66M
VGIT Vanguard Intermediate Term Tre ETFs	Q2 2020 Filed on Jul 10, 2020	37,340	$69.86 - $70.63 $2.61M - $2.64M
USMV Ishares Msci Usa Min Vol Facto ETFs	Q2 2020 Filed on Jul 10, 2020	64,540	$51.94 - $64.01 $3.35M - $4.13M
ESGE Ishares, Inc. Ishares Esg Awar ETFs	Q2 2020 Filed on Jul 10, 2020	107,549	$26.29 - $32.85 $2.83M - $3.53M
IJT Ishares S&P Small Cap 600 Grow ETFs	Q2 2020 Filed on Jul 10, 2020	1,894	$62.95 - $90.62 $119K - $172K
STIP Ishares Barclays 0 5 Year Tips ETFs	Q2 2020 Filed on Jul 10, 2020	5,737	$99.85 - $102.42 $573K - $588K

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