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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
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 $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Private Trust's BSCU Position: Q1 2026 in Review

Legacy Private Trust held its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) position steady in Q1 2026 at 58,131 shares worth $972K. The position accounts for 0.06% of the portfolio, ranked #165.

Legacy Private Trust first reported a position in BSCU in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.69M in Q4 2023. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Legacy Private Trust held 58,131 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $972K as of Q1 2026.
  • Legacy Private Trust left its Invesco BulletShares 2030 Corporate Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.06% of Legacy Private Trust's portfolio in Q1 2026, its #165 holding.
  • Legacy Private Trust first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Legacy Private Trust's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $8.69M in Q4 2023.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Legacy Private Trust's 13F filing for Q1 2026, filed 7 Apr 2026.