Legacy Private Trust
BSCU icon

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
Q3 		$794K Sell
49,219
-4,195
-8% -$69.1K 0.04% 173
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

Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Foronjy Financial
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Marietta Wealth Management
Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return
Wilkins Miller Wealth Management
Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return
Carroll Advisory Group
Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 1-Year Est. Return

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

Legacy Private Trust reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 7.9% in Q3 2026, selling an estimated $69.1K and leaving 49,219 shares worth $794K. The position accounts for 0.04% of the portfolio, ranked #173.

Legacy Private Trust first reported a position in BSCU in Q4 2021 and has held it in 20 quarters since. The position peaked at $8.69M in Q4 2023. 101 funds tracked by Wall St. Rank hold BSCU as of Q3 2026.

  • Legacy Private Trust held 49,219 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $794K as of Q3 2026.
  • Legacy Private Trust sold 4,195 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2026, an estimated $69.1K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.04% of Legacy Private Trust's portfolio in Q3 2026, its #173 holding.
  • Legacy Private Trust first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • Legacy Private Trust's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $8.69M in Q4 2023.
  • 101 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2026.

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