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Legacy Private Trust’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Legacy Private Trust’s Portfolio BSCS Stock Details BSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$403K Sell
19,765
-7,338
-27% -$150K 0.02% 217
2026
Q1 		$554K Sell
27,103
-10,385
-28% -$213K 0.03% 196
2025
Q4 		$772K Sell
37,488
-1,104
-3% -$22.7K 0.05% 169
2025
Q3 		$794K Sell
38,592
-549
-1% -$11.3K 0.05% 164
2025
Q2 		$802K Sell
39,141
-16,682
-30% -$340K 0.05% 164
2025
Q1 		$1.14M Sell
55,823
-6,534
-10% -$132K 0.08% 150
2024
Q4 		$1.26M Sell
62,357
-18,456
-23% -$374K 0.08% 141
2024
Q3 		$1.66M Sell
80,813
-10,566
-12% -$215K 0.11% 128
2024
Q2 		$1.82M Sell
91,379
-92,622
-50% -$1.84M 0.13% 118
2024
Q1 		$3.69M Sell
184,001
-317,775
-63% -$6.39M 0.27% 82
2023
Q4 		$10.2M Buy
501,776
+32,815
+7% +$644K 0.81% 30
2023
Q3 		$9.08M Buy
468,961
+34,641
+8% +$680K 0.78% 28
2023
Q2 		$8.58M Buy
434,320
+13,656
+3% +$273K 0.71% 34
2023
Q1 		$8.44M Sell
420,664
-20,510
-5% -$408K 0.72% 34
2022
Q4 		$8.65M Buy
441,174
+1,545
+0.4% +$30K 0.78% 33
2022
Q3 		$8.41M Buy
439,629
+45,182
+11% +$906K 0.8% 30
2022
Q2 		$7.87M Buy
394,447
+91,329
+30% +$1.86M 0.7% 33
2022
Q1 		$6.4M Buy
303,118
+175,014
+137% +$3.81M 0.5% 54
2021
Q4 		$2.91M Buy
+128,104
New +$2.92M 0.22% 96

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

Legacy Private Trust reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 27% in Q2 2026, selling an estimated $150K and leaving 19,765 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #217.

Legacy Private Trust first reported a position in BSCS in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.2M in Q4 2023. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Legacy Private Trust held 19,765 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $403K as of Q2 2026.
  • Legacy Private Trust sold 7,338 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $150K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.02% of Legacy Private Trust's portfolio in Q2 2026, its #217 holding.
  • Legacy Private Trust first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Legacy Private Trust's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $10.2M in Q4 2023.
  • 398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

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