LWMM
BSCP

Legacy Wealth Management (Mississippi)’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Legacy Wealth Management (Mississippi)’s Portfolio BSCP Stock Details BSCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-51,375
Closed -$1.06M – 90
2024
Q3 		$1.06M Buy
51,375
+39,200
+322% +$807K 0.39% 46
2024
Q2 		$249K Buy
+12,175
New +$249K 0.11% 69

Other funds holding BSCP

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s BSCP Position: Q4 2024 in Review

Legacy Wealth Management (Mississippi) sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2024, closing a stake of 51,375 shares — an estimated $1.06M sold.

Legacy Wealth Management (Mississippi) first reported a position in BSCP in Q2 2024 and held it in 2 quarters. The position peaked at $1.06M in Q3 2024. 393 funds tracked by Wall St. Rank hold BSCP as of Q4 2024.

  • Legacy Wealth Management (Mississippi) reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 51,375 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2024, an estimated $1.06M.
  • Legacy Wealth Management (Mississippi) first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Legacy Wealth Management (Mississippi)'s Invesco BulletShares 2025 Corporate Bond ETF position peaked at $1.06M in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2024.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q4 2024, filed 6 Jan 2025.