Legacy Financial Group (Iowa)’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-13,524
Closed -$227K 120
2025
Q2
$227K Buy
13,524
+160
+1% +$2.65K 0.03% 109
2025
Q1
$222K Buy
13,364
+148
+1% +$2.44K 0.03% 104
2024
Q4
$216K Buy
+13,216
New +$219K 0.04% 104

Other funds holding BSCU

Legacy Financial Group (Iowa)'s BSCU Position: Q3 2025 in Review

Legacy Financial Group (Iowa) sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q3 2025, closing a stake of 13,524 shares — an estimated $227K sold.

Legacy Financial Group (Iowa) first reported a position in BSCU in Q4 2024 and held it in 3 quarters. The position peaked at $227K in Q2 2025. 236 funds tracked by Wall St. Rank hold BSCU as of Q3 2025.

  • Legacy Financial Group (Iowa) reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 13,524 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2025, an estimated $227K.
  • Legacy Financial Group (Iowa) first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Legacy Financial Group (Iowa)'s Invesco BulletShares 2030 Corporate Bond ETF position peaked at $227K in Q2 2025.
  • 236 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2025.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q3 2025, filed 6 Jan 2026.