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Legacy CG’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Legacy CG’s Portfolio BSCT Stock Details BSCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-136,870
Closed -$2.56M – 47
2025
Q2 		$2.56M Sell
136,870
-2,424
-2% -$44.9K 0.76% 41
2025
Q1 		$2.58M Sell
139,294
-2,422
-2% -$44.6K 0.83% 39
2024
Q4 		$2.6M Sell
141,716
-3,690
-3% -$68.3K 0.8% 40
2024
Q3 		$2.74M Sell
145,406
-1,633
-1% -$30.4K 0.89% 41
2024
Q2 		$2.67M Sell
147,039
-113,727
-44% -$2.06M 0.91% 40
2024
Q1 		$4.77M Buy
+260,766
New +$4.77M 1.73% 27

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Legacy CG's BSCT Position: Q3 2025 in Review

Legacy CG sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q3 2025, closing a stake of 136,870 shares — an estimated $2.56M sold.

Legacy CG first reported a position in BSCT in Q1 2024 and held it in 6 quarters. The position peaked at $4.77M in Q1 2024. 287 funds tracked by Wall St. Rank hold BSCT as of Q3 2025.

  • Legacy CG reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Legacy CG sold 136,870 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2025, an estimated $2.56M.
  • Legacy CG first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2024 and held it in 6 quarters.
  • Legacy CG's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $4.77M in Q1 2024.
  • 287 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2025.

Based on Legacy CG's 13F filing for Q3 2025, filed 23 Oct 2025.