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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

MCM

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

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s BSCR Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.2% in Q2 2026, selling an estimated $727 and leaving 18,058 shares worth $354K. The position accounts for 0.09% of the portfolio, ranked #91.

Legacy Wealth Management (Mississippi) first reported a position in BSCR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q3 2024. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Legacy Wealth Management (Mississippi) held 18,058 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $354K as of Q2 2026.
Legacy Wealth Management (Mississippi) sold 37 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $727.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.09% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #91 holding.
Legacy Wealth Management (Mississippi) first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Legacy Wealth Management (Mississippi)'s Invesco BulletShares 2027 Corporate Bond ETF position peaked at $1.62M in Q3 2024.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.