Legacy CG’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Legacy CG’s Portfolio BSCV Stock Details BSCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-239,712	Closed	-$4M	–	47
2025 Q4	$4M	Buy	239,712 +16,846	+8%	+$282K	1.12%	39
2025 Q3	$3.72M	Buy	222,866 +66,189	+42%	+$1.1M	1.05%	37
2025 Q2	$2.59M	Sell	156,677 -1,686	-1%	-$27.4K	0.77%	39
2025 Q1	$2.58M	Sell	158,363 -1,747	-1%	-$28.3K	0.83%	38
2024 Q4	$2.57M	Buy	+160,110	New	+$2.61M	0.79%	43

Other funds holding BSCV

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $2.35B AUM 17.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy CG's BSCV Position: Q1 2026 in Review

Legacy CG sold out of Invesco BulletShares 2031 Corporate Bond ETF (BSCV) in Q1 2026, closing a stake of 239,712 shares — an estimated $4M sold.

Legacy CG first reported a position in BSCV in Q4 2024 and held it in 5 quarters. The position peaked at $4M in Q4 2025. 213 funds tracked by Wall St. Rank hold BSCV as of Q1 2026.

Legacy CG reported no remaining Invesco BulletShares 2031 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Legacy CG sold 239,712 Invesco BulletShares 2031 Corporate Bond ETF shares in Q1 2026, an estimated $4M.
Legacy CG first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2024 and held it in 5 quarters.
Legacy CG's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $4M in Q4 2025.
213 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q1 2026.

Based on Legacy CG's 13F filing for Q1 2026, filed 5 May 2026.