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 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 Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Legacy Private Trust's BSCR Position: Q1 2026 in Review

Legacy Private Trust increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 8.9% in Q1 2026, buying an estimated $768K and bringing the position to 475,122 shares worth $9.32M. 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 12 quarters since. The position peaked at $9.6M in Q4 2023. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

Legacy Private Trust held 475,122 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $9.32M as of Q1 2026.
Legacy Private Trust bought 38,970 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $768K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.57% of Legacy Private Trust's portfolio in Q1 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 12 quarters since.
Legacy Private Trust's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $9.6M in Q4 2023.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Legacy Private Trust's 13F filing for Q1 2026, filed 7 Apr 2026.