LCWP
BSCO

Legacy Capital Wealth Partners’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Legacy Capital Wealth Partners’s Portfolio BSCO Stock Details BSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-43,011
Closed -$886K – 252
2023
Q1 		$886K Buy
+43,011
New +$884K 0.24% 90

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Morgan Stanley
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Bank of America
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HPC
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legacy Capital Wealth Partners's BSCO Position: Q2 2023 in Review

Legacy Capital Wealth Partners sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2023, closing a stake of 43,011 shares — an estimated $886K sold.

Legacy Capital Wealth Partners first reported a position in BSCO in Q1 2023 and held it in 1 quarter. The position peaked at $886K in Q1 2023. 363 funds tracked by Wall St. Rank hold BSCO as of Q2 2023.

  • Legacy Capital Wealth Partners reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 43,011 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2023, an estimated $886K.
  • Legacy Capital Wealth Partners first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $886K in Q1 2023.
  • 363 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2023, filed 27 Jul 2023.