Legacy Wealth Management (Mississippi)’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$354K	Sell	18,058 -37	-0.2%	-$727	0.09%	91
2026 Q1	$355K	Sell	18,095 -9,269	-34%	-$183K	0.1%	82
2025 Q4	$540K	Buy	27,364 +9,862	+56%	+$195K	0.14%	68
2025 Q3	$345K	Sell	17,502 -13,129	-43%	-$258K	0.1%	74
2025 Q2	$602K	Buy	30,631 +14,208	+87%	+$278K	0.18%	58
2025 Q1	$322K	Buy	+16,423	New	+$321K	0.11%	78
2024 Q4	–	Sell	-82,000	Closed	-$1.62M	–	92
2024 Q3	$1.62M	Buy	+82,000	New	+$1.6M	0.59%	39

Other funds holding BSCR

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

WLTH Capital Management Chandler, Arizona $156M AUM

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return