Legacy Financial Group (Iowa)
BSCV icon

Legacy Financial Group (Iowa)’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Legacy Financial Group (Iowa)’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
Q2 		$13.9M Buy
846,268
+258,848
+44% +$4.26M 1.56% 21
2026
Q1 		$9.67M Buy
587,420
+37,038
+7% +$617K 1.22% 23
2025
Q4 		$9.17M Buy
+550,382
New +$9.2M 1.13% 24

Other funds holding BSCV

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Financial Group (Iowa)'s BSCV Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 44% in Q2 2026, buying an estimated $4.26M and bringing the position to 846,268 shares worth $13.9M. The position accounts for 1.56% of the portfolio, ranked #21.

Legacy Financial Group (Iowa) first reported a position in BSCV in Q4 2025 and has held it in 3 quarters since. 221 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

  • Legacy Financial Group (Iowa) held 846,268 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $13.9M as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 258,848 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $4.26M.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 1.56% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #21 holding.
  • Legacy Financial Group (Iowa) first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 221 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.