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Legacy CG’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Legacy CG’s Portfolio BSCS Stock Details BSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-128,575
Closed -$2.59M – 48
2024
Q4 		$2.59M Sell
128,575
-3,386
-3% -$68.7K 0.79% 42
2024
Q3 		$2.71M Sell
131,961
-9,402
-7% -$191K 0.89% 43
2024
Q2 		$2.82M Sell
141,363
-113,426
-45% -$2.26M 0.96% 38
2024
Q1 		$5.11M Buy
254,789
+11,382
+5% +$229K 1.85% 24
2023
Q4 		$4.94M Buy
+243,407
New +$4.78M 1.87% 21

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Legacy CG's BSCS Position: Q1 2025 in Review

Legacy CG sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q1 2025, closing a stake of 128,575 shares — an estimated $2.59M sold.

Legacy CG first reported a position in BSCS in Q4 2023 and held it in 5 quarters. The position peaked at $5.11M in Q1 2024. 316 funds tracked by Wall St. Rank hold BSCS as of Q1 2025.

  • Legacy CG reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Legacy CG sold 128,575 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2025, an estimated $2.59M.
  • Legacy CG first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2023 and held it in 5 quarters.
  • Legacy CG's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $5.11M in Q1 2024.
  • 316 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2025.

Based on Legacy CG's 13F filing for Q1 2025, filed 24 Apr 2025.