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Legacy Private Trust’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Legacy Private Trust’s Portfolio BSCR Stock Details BSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.2M Buy
521,529
+46,407
+10% +$912K 0.57% 35
2026
Q1 		$9.32M Buy
475,122
+38,970
+9% +$768K 0.57% 35
2025
Q4 		$8.61M Buy
436,152
+342,943
+368% +$6.77M 0.51% 39
2025
Q3 		$1.84M Sell
93,209
-215
-0.2% -$4.23K 0.11% 126
2025
Q2 		$1.84M Sell
93,424
-9,981
-10% -$196K 0.12% 123
2025
Q1 		$2.03M Sell
103,405
-2,750
-3% -$53.7K 0.14% 117
2024
Q4 		$2.07M Sell
106,155
-22,575
-18% -$441K 0.14% 116
2024
Q3 		$2.54M Buy
128,730
+2,829
+2% +$55.3K 0.17% 103
2024
Q2 		$2.42M Sell
125,901
-87,778
-41% -$1.68M 0.17% 103
2024
Q1 		$4.12M Sell
213,679
-279,743
-57% -$5.41M 0.3% 74
2023
Q4 		$9.6M Buy
493,422
+160,828
+48% +$3.05M 0.76% 32
2023
Q3 		$6.23M Buy
332,594
+227,638
+217% +$4.31M 0.54% 46
2023
Q2 		$2M Buy
+104,956
New +$2.02M 0.17% 105

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Legacy Private Trust's BSCR Position: Q2 2026 in Review

Legacy Private Trust increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 9.8% in Q2 2026, buying an estimated $912K and bringing the position to 521,529 shares worth $10.2M. The position accounts for 0.57% of the portfolio, ranked #35.

Legacy Private Trust first reported a position in BSCR in Q2 2023 and has held it in 13 quarters since. 404 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Legacy Private Trust held 521,529 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $10.2M as of Q2 2026.
  • Legacy Private Trust bought 46,407 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $912K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.57% of Legacy Private Trust's portfolio in Q2 2026, its #35 holding.
  • Legacy Private Trust first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 404 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.