LWMM
BSCQ icon

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
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return