Legacy Financial Group (Iowa)’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Legacy Financial Group (Iowa)’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
2026 Q1	$17.8M	Buy	872,980 +13,771	+2%	+$283K	2.24%	14
2025 Q4	$17.7M	Buy	859,209 +70,983	+9%	+$1.46M	2.19%	16
2025 Q3	$16.2M	Buy	788,226 +37,052	+5%	+$761K	2.12%	17
2025 Q2	$15.4M	Sell	751,174 -60,147	-7%	-$1.22M	2.15%	18
2025 Q1	$16.5M	Buy	811,321 +6,797	+0.8%	+$138K	2.54%	13
2024 Q4	$16.2M	Buy	804,524 +79,972	+11%	+$1.62M	2.62%	13
2024 Q3	$14.9M	Buy	724,552 +26,677	+4%	+$543K	2.87%	13
2024 Q2	$13.9M	Buy	697,875 +138,090	+25%	+$2.75M	2.74%	11
2024 Q1	$11.2M	Buy	559,785 +546,625	+4,154%	+$11M	2.27%	15
2023 Q4	$267K	Buy	13,160 +5,763	+78%	+$113K	1.21%	23
2023 Q3	$143K	Buy	+7,397	New	+$145K	0.03%	104

Other funds holding BSCS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

Legacy Financial Group (Iowa) increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1.6% in Q1 2026, buying an estimated $283K and bringing the position to 872,980 shares worth $17.8M. The position accounts for 2.24% of the portfolio, ranked #14.

Legacy Financial Group (Iowa) first reported a position in BSCS in Q3 2023 and has held it in 11 quarters since. 389 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

Legacy Financial Group (Iowa) held 872,980 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $17.8M as of Q1 2026.
Legacy Financial Group (Iowa) bought 13,771 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $283K.
Invesco BulletShares 2028 Corporate Bond ETF made up 2.24% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #14 holding.
Legacy Financial Group (Iowa) first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
389 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

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