LPT
BSCO

Legacy Private Trust’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Legacy Private Trust’s Portfolio BSCO Stock Details BSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-662,150
Closed -$14M – 249
2024
Q3 		$14M Sell
662,150
-9,285
-1% -$196K 0.94% 24
2024
Q2 		$14.1M Sell
671,435
-18,036
-3% -$379K 1% 22
2024
Q1 		$14.5M Sell
689,471
-683
-0.1% -$14.3K 1.06% 19
2023
Q4 		$14.4M Sell
690,154
-14,050
-2% -$292K 1.15% 17
2023
Q3 		$14.6M Buy
704,204
+93,167
+15% +$1.92M 1.25% 17
2023
Q2 		$12.6M Sell
611,037
-266
-0% -$5.48K 1.04% 21
2023
Q1 		$12.6M Sell
611,303
-6,517
-1% -$134K 1.07% 19
2022
Q4 		$12.7M Sell
617,820
-14,655
-2% -$299K 1.14% 19
2022
Q3 		$12.9M Buy
632,475
+51,132
+9% +$1.06M 1.22% 20
2022
Q2 		$12.1M Buy
581,343
+126,710
+28% +$2.64M 1.08% 21
2022
Q1 		$9.58M Buy
454,633
+247,712
+120% +$5.3M 0.74% 30
2021
Q4 		$4.52M Buy
+206,921
New +$4.54M 0.34% 74

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Legacy Private Trust's BSCO Position: Q4 2024 in Review

Legacy Private Trust sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 662,150 shares — an estimated $14M sold.

Legacy Private Trust first reported a position in BSCO in Q4 2021 and held it in 12 quarters. The position peaked at $14.6M in Q3 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Legacy Private Trust reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Private Trust sold 662,150 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $14M.
  • Legacy Private Trust first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2021 and held it in 12 quarters.
  • Legacy Private Trust's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $14.6M in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Legacy Private Trust's 13F filing for Q4 2024, filed 8 Jan 2025.