Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio BSCR Stock Details BSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.2M Buy
926,547
+10,686
+1% +$211K 2.29% 13
2025
Q4 		$18.1M Buy
915,861
+66,099
+8% +$1.3M 2.23% 14
2025
Q3 		$16.7M Buy
849,762
+37,714
+5% +$742K 2.19% 15
2025
Q2 		$16M Sell
812,048
-45,423
-5% -$890K 2.23% 17
2025
Q1 		$16.8M Buy
857,471
+2,001
+0.2% +$39.1K 2.58% 12
2024
Q4 		$16.7M Buy
855,470
+61,499
+8% +$1.2M 2.7% 12
2024
Q3 		$15.7M Buy
793,971
+19,620
+3% +$384K 3.01% 11
2024
Q2 		$14.9M Buy
774,351
+67,672
+10% +$1.3M 2.93% 9
2024
Q1 		$13.6M Buy
706,679
+684,923
+3,148% +$13.2M 2.76% 12
2023
Q4 		$423K Sell
21,756
-624,060
-97% -$11.8M 1.92% 17
2023
Q3 		$12.1M Buy
645,816
+50,614
+9% +$959K 2.85% 12
2023
Q2 		$11.3M Buy
595,202
+91,813
+18% +$1.77M 2.92% 14
2023
Q1 		$9.72M Buy
503,389
+173,544
+53% +$3.33M 2.66% 15
2022
Q4 		$6.27M Buy
329,845
+298,162
+941% +$5.62M 1.88% 18
2022
Q3 		$590K Buy
+31,683
New +$614K 0.2% 27

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Legacy Financial Group (Iowa)'s BSCR Position: Q1 2026 in Review

Legacy Financial Group (Iowa) increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 1.2% in Q1 2026, buying an estimated $211K and bringing the position to 926,547 shares worth $18.2M. The position accounts for 2.29% of the portfolio, ranked #13.

Legacy Financial Group (Iowa) first reported a position in BSCR in Q3 2022 and has held it in 15 quarters since. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

  • Legacy Financial Group (Iowa) held 926,547 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $18.2M as of Q1 2026.
  • Legacy Financial Group (Iowa) bought 10,686 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $211K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 2.29% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #13 holding.
  • Legacy Financial Group (Iowa) first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • 400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.