Legacy Wealth Management (Mississippi)’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Legacy Wealth Management (Mississippi)’s Portfolio BSCQ Stock Details BSCQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-11,725	Closed	-$230K	–	109
2025 Q4	$230K	Buy	11,725 +1,340	+13%	+$26.2K	0.06%	95
2025 Q3	$203K	Buy	10,385 +255	+3%	+$4.98K	0.06%	92
2025 Q2	$198K	Sell	10,130 -3,600	-26%	-$70.2K	0.06%	90
2025 Q1	$267K	Buy	+13,730	New	+$267K	0.09%	84
2024 Q4	–	Sell	-59,100	Closed	-$1.16M	–	91
2024 Q3	$1.16M	Buy	59,100 +42,550	+257%	+$827K	0.42%	44
2024 Q2	$317K	Buy	16,550 +5,400	+48%	+$104K	0.13%	63
2024 Q1	$214K	Buy	+11,150	New	+$214K	0.1%	71

Other funds holding BSCQ

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s BSCQ Position: Q1 2026 in Review

Legacy Wealth Management (Mississippi) sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q1 2026, closing a stake of 11,725 shares — an estimated $230K sold.

Legacy Wealth Management (Mississippi) first reported a position in BSCQ in Q1 2024 and held it in 7 quarters. The position peaked at $1.16M in Q3 2024. 406 funds tracked by Wall St. Rank hold BSCQ as of Q1 2026.

Legacy Wealth Management (Mississippi) reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Legacy Wealth Management (Mississippi) sold 11,725 Invesco BulletShares 2026 Corporate Bond ETF shares in Q1 2026, an estimated $230K.
Legacy Wealth Management (Mississippi) first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2024 and held it in 7 quarters.
Legacy Wealth Management (Mississippi)'s Invesco BulletShares 2026 Corporate Bond ETF position peaked at $1.16M in Q3 2024.
406 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q1 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2026, filed 10 Apr 2026.