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Legacy Private Trust’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Legacy Private Trust’s Portfolio BSCU Stock Details BSCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$889K Sell
53,414
-4,717
-8% -$78.8K 0.05% 169
2026
Q1 		$972K Hold
58,131
– – 0.06% 165
2025
Q4 		$984K Sell
58,131
-7,083
-11% -$120K 0.06% 161
2025
Q3 		$1.1M Sell
65,214
-5,962
-8% -$100K 0.07% 150
2025
Q2 		$1.19M Sell
71,176
-3,913
-5% -$64.9K 0.08% 144
2025
Q1 		$1.25M Sell
75,089
-11,934
-14% -$196K 0.09% 145
2024
Q4 		$1.42M Sell
87,023
-49,294
-36% -$817K 0.09% 136
2024
Q3 		$2.31M Sell
136,317
-9,683
-7% -$162K 0.16% 107
2024
Q2 		$2.37M Sell
146,000
-109,921
-43% -$1.78M 0.17% 105
2024
Q1 		$4.19M Sell
255,921
-266,432
-51% -$4.37M 0.31% 71
2023
Q4 		$8.69M Buy
522,353
+413,604
+380% +$6.56M 0.69% 35
2023
Q3 		$1.69M Buy
108,749
+74,821
+221% +$1.2M 0.15% 113
2023
Q2 		$550K Sell
33,928
-1,413
-4% -$23.1K 0.05% 166
2023
Q1 		$583K Sell
35,341
-14,008
-28% -$228K 0.05% 159
2022
Q4 		$788K Sell
49,349
-35,050
-42% -$556K 0.07% 152
2022
Q3 		$1.31M Sell
84,399
-14,596
-15% -$241K 0.12% 119
2022
Q2 		$1.63M Sell
98,995
-86,479
-47% -$1.45M 0.15% 107
2022
Q1 		$3.3M Buy
185,474
+111,083
+149% +$2.05M 0.26% 85
2021
Q4 		$1.44M Buy
+74,391
New +$1.44M 0.11% 131

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

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

Legacy Private Trust reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 8.1% in Q2 2026, selling an estimated $78.8K and leaving 53,414 shares worth $889K. The position accounts for 0.05% of the portfolio, ranked #169.

Legacy Private Trust first reported a position in BSCU in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.69M in Q4 2023. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Legacy Private Trust held 53,414 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $889K as of Q2 2026.
  • Legacy Private Trust sold 4,717 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $78.8K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.05% of Legacy Private Trust's portfolio in Q2 2026, its #169 holding.
  • Legacy Private Trust first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Legacy Private Trust's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $8.69M in Q4 2023.
  • 309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

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