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
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q2 2020 Filed on Jul 10, 2020
8,888
N/A
VTV
Vanguard Value ETF

ETFs
Q2 2020 Filed on Jul 10, 2020
3,127
$85.23 - $110.16 $267K - $344K
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q2 2020 Filed on Jul 10, 2020
5,648
$37.99 - $51.32 $215K - $290K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2020 Filed on Jul 10, 2020
13,392
$30.01 - $35.86 $402K - $480K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q1 2020 Filed on Apr 13, 2020
3,893
$49.67 - $76.42 $193K - $298K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q1 2020 Filed on Apr 13, 2020
20,075
$22.24 - $36.32 $446K - $729K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q1 2020 Filed on Apr 13, 2020
3,565
$49.11 - $85.52 $175K - $305K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q1 2020 Filed on Apr 13, 2020
2,370
$44.17 - $81.02 $105K - $192K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q1 2020 Filed on Apr 13, 2020
4,442
$38.34 - $62.84 $170K - $279K
RYH
Invesco S&P 500 Equal Weight H

ETFs
Q1 2020 Filed on Apr 13, 2020
1,109
$160.15 - $230.68 $178K - $256K
IGV
Ishares Expanded Tech Software

ETFs
Q1 2020 Filed on Apr 13, 2020
960
$185.88 - $266.67 $178K - $256K
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2020 Filed on Apr 13, 2020
25,526
$45.53 - $50.41 $1.16M - $1.29M
VLUE
Ishares Msci Usa Value Factor

ETFs
Q1 2020 Filed on Apr 13, 2020
3,657
$55.33 - $91.41 $202K - $334K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q1 2020 Filed on Apr 13, 2020
19,764
$33.01 - $55.48 $652K - $1.1M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q1 2020 Filed on Apr 13, 2020
16,450
$18.14 - $21.97 $298K - $361K
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q1 2020 Filed on Apr 13, 2020
37,284
$18.29 - $21.72 $682K - $810K
IEMG
Ishares Inc

ETFs
Q1 2020 Filed on Apr 13, 2020
3,804
$36.22 - $55.44 $138K - $211K
IXN
Ishares Global Information Tec

ETFs
Q1 2020 Filed on Apr 13, 2020
5,676
$26.71 - $38.65 $152K - $219K
EEMV
Ishares Msci Emerging Markets

ETFs
Q1 2020 Filed on Apr 13, 2020
4,920
$42.59 - $59.58 $210K - $293K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q1 2020 Filed on Apr 13, 2020
3,687
$70.74 - $99.38 $261K - $366K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q1 2020 Filed on Apr 13, 2020
11,759
$48.23 - $51.34 $567K - $604K
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q1 2020 Filed on Apr 13, 2020
7,654
$26.67 - $31.05 $204K - $238K
Invesco Exch Trd Slf Idx Fd
Q1 2020 Filed on Apr 13, 2020
53,875
N/A
SH
Proshares Short S&P500 New (De

ETFs
Q4 2019 Filed on Jan 17, 2020
40,507
$23.92 - $26.93 $969K - $1.09M
Invesco Exch Trd Slf Idx Fd
Q4 2019 Filed on Jan 17, 2020
76,250
N/A
RWM
Proshares Short Russell2000

ETFs
Q4 2019 Filed on Jan 17, 2020
11,169
$36.67 - $41.95 $410K - $469K
PSQ
Proshares Short Qqq

ETFs
Q4 2019 Filed on Jan 17, 2020
38,172
$122.1 - $142.2 $4.66M - $5.43M
DOG
Proshares Short Dow30 ETF New

ETFs
Q4 2019 Filed on Jan 17, 2020
20,159
$49.08 - $54.16 $989K - $1.09M
Ishares Tr
Q3 2019 Filed on Oct 17, 2019
8,929
N/A
Wisdomtree Tr
Q3 2019 Filed on Oct 17, 2019
25,840
N/A
Ishares Tr
Q3 2019 Filed on Oct 17, 2019
8,979
N/A
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2019 Filed on May 02, 2019
7,195
$38.45 - $43.71 $277K - $314K
LRGF
Ishares Tr

ETFs
Q1 2019 Filed on May 02, 2019
8,005
N/A
ITA
Ishares Tr

ETFs
Q1 2019 Filed on May 02, 2019
1,233
$84.17 - $104.72 $104K - $129K
BSJM
Invesco Et Self Idxd Fd Tr Bul
Q3 2018 Filed on Oct 19, 2018
20,420
N/A
Invesco Exch Trd Slf Idx Fd
Q3 2018 Filed on Oct 19, 2018
106,069
N/A
Invesco Exch Trd Slf Idx Fd
Q3 2018 Filed on Oct 19, 2018
661,961
N/A
Invesco Exch Trd Slf Idx Fd
Q3 2018 Filed on Oct 19, 2018
687,782
N/A
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q3 2018 Filed on Oct 19, 2018
12,896
N/A
Invesco Exch Trd Slf Idx Fd
Q3 2018 Filed on Oct 19, 2018
1,506,262
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Jul 16, 2018
10,546
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Jul 16, 2018
529,327
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Jul 16, 2018
9,879
N/A
Rydex ETF Trust
Q2 2018 Filed on Jul 16, 2018
43,863
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Jul 16, 2018
109,439
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Jul 16, 2018
21,115
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Jul 16, 2018
9,315
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Jul 16, 2018
831,026
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Jul 16, 2018
854,193
N/A
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