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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
Q3 		$392K Sell
19,475
-290
-1% -$5.89K 0.02% 218
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

TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

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

Legacy Private Trust reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1.5% in Q3 2026, selling an estimated $5.89K and leaving 19,475 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #218.

Legacy Private Trust first reported a position in BSCS in Q4 2021 and has held it in 20 quarters since. The position peaked at $10.2M in Q4 2023. 21 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

  • Legacy Private Trust held 19,475 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $392K as of Q3 2026.
  • Legacy Private Trust sold 290 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $5.89K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.02% of Legacy Private Trust's portfolio in Q3 2026, its #218 holding.
  • Legacy Private Trust first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • Legacy Private Trust's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $10.2M in Q4 2023.
  • 21 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

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