Legacy Private Trust’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Legacy Private Trust’s Portfolio BSCT Stock Details BSCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-17,753	Closed	-$334K	–	262
2025 Q3	$334K	Buy	+17,753	New	+$333K	0.02%	220
2025 Q1	–	Sell	-150,574	Closed	-$2.76M	–	247
2024 Q4	$2.76M	Hold	150,574	–	–	0.18%	99
2024 Q3	$2.83M	Buy	+150,574	New	+$2.8M	0.19%	97
2023 Q4	–	Sell	-16,775	Closed	-$294K	–	223
2023 Q3	$294K	Sell	16,775 -5,484	-25%	-$97.8K	0.03%	205
2023 Q2	$399K	Sell	22,259 -549	-2%	-$9.98K	0.03%	188
2023 Q1	$417K	Buy	22,808 +8,372	+58%	+$151K	0.04%	182
2022 Q4	$257K	Sell	14,436 -4,595	-24%	-$81K	0.02%	206
2022 Q3	$330K	Sell	19,031 -3,000	-14%	-$54.8K	0.03%	189
2022 Q2	$400K	Sell	22,031 -9,296	-30%	-$172K	0.04%	178
2022 Q1	$609K	Buy	+31,327	New	+$628K	0.05%	177

Other funds holding BSCT

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

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

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

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

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

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

Legacy Private Trust's BSCT Position: Q4 2025 in Review

Legacy Private Trust sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q4 2025, closing a stake of 17,753 shares — an estimated $334K sold.

Legacy Private Trust first reported a position in BSCT in Q1 2022 and held it in 10 quarters. The position peaked at $2.83M in Q3 2024. 324 funds tracked by Wall St. Rank hold BSCT as of Q4 2025.

Legacy Private Trust reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Legacy Private Trust sold 17,753 Invesco BulletShares 2029 Corporate Bond ETF shares in Q4 2025, an estimated $334K.
Legacy Private Trust first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2022 and held it in 10 quarters.
Legacy Private Trust's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $2.83M in Q3 2024.
324 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q4 2025.

Based on Legacy Private Trust's 13F filing for Q4 2025, filed 8 Jan 2026.