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Legacy Private Trust’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Legacy Private Trust’s Portfolio BSCQ Stock Details BSCQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.03M Sell
206,455
-400,178
-66% -$7.82M 0.22% 84
2026
Q2 		$11.8M Sell
606,633
-12,399
-2% -$242K 0.66% 26
2026
Q1 		$12.1M Sell
619,032
-81,092
-12% -$1.59M 0.74% 25
2025
Q4 		$13.7M Sell
700,124
-67,800
-9% -$1.33M 0.8% 22
2025
Q3 		$15M Buy
767,924
+17,693
+2% +$346K 0.9% 23
2025
Q2 		$14.6M Sell
750,231
-36,327
-5% -$708K 0.95% 22
2025
Q1 		$15.3M Buy
786,558
+71,009
+10% +$1.38M 1.05% 20
2024
Q4 		$13.9M Buy
715,549
+33,659
+5% +$655K 0.91% 22
2024
Q3 		$13.3M Buy
681,890
+34,859
+5% +$677K 0.9% 27
2024
Q2 		$12.4M Buy
647,031
+7,534
+1% +$144K 0.88% 27
2024
Q1 		$12.3M Buy
639,497
+6,523
+1% +$125K 0.9% 26
2023
Q4 		$12.2M Buy
632,974
+17,891
+3% +$339K 0.97% 22
2023
Q3 		$11.6M Buy
615,083
+61,084
+11% +$1.15M 0.99% 21
2023
Q2 		$10.5M Sell
553,999
-1,568
-0.3% -$30K 0.87% 26
2023
Q1 		$10.6M Sell
555,567
-722
-0.1% -$13.7K 0.91% 25
2022
Q4 		$10.5M Buy
556,289
+15,595
+3% +$293K 0.95% 22
2022
Q3 		$10.1M Buy
540,694
+25,207
+5% +$486K 0.96% 26
2022
Q2 		$9.93M Buy
515,487
+126,128
+32% +$2.46M 0.89% 27
2022
Q1 		$7.78M Buy
389,359
+201,648
+107% +$4.13M 0.6% 39
2021
Q4 		$3.97M Buy
+187,711
New +$3.98M 0.3% 81

Other funds holding BSCQ

TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Legacy Private Trust's BSCQ Position: Q3 2026 in Review

Legacy Private Trust reduced its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 66% in Q3 2026, selling an estimated $7.82M and leaving 206,455 shares worth $4.03M. The position accounts for 0.22% of the portfolio, ranked #84.

Legacy Private Trust first reported a position in BSCQ in Q4 2021 and has held it in 20 quarters since. The position peaked at $15.3M in Q1 2025. 19 funds tracked by Wall St. Rank hold BSCQ as of Q3 2026.

  • Legacy Private Trust held 206,455 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $4.03M as of Q3 2026.
  • Legacy Private Trust sold 400,178 Invesco BulletShares 2026 Corporate Bond ETF shares in Q3 2026, an estimated $7.82M.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 0.22% of Legacy Private Trust's portfolio in Q3 2026, its #84 holding.
  • Legacy Private Trust first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • Legacy Private Trust's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $15.3M in Q1 2025.
  • 19 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.