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Legacy Wealth Management (Mississippi)’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Legacy Wealth Management (Mississippi)’s Portfolio BSCS Stock Details BSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$933K Sell
45,795
-745
-2% -$15.2K 0.24% 52
2026
Q1 		$950K Sell
46,540
-551
-1% -$11.3K 0.27% 49
2025
Q4 		$970K Buy
47,091
+11,082
+31% +$228K 0.26% 48
2025
Q3 		$741K Sell
36,009
-9,595
-21% -$197K 0.22% 49
2025
Q2 		$934K Buy
45,604
+2,790
+7% +$56.8K 0.28% 48
2025
Q1 		$871K Buy
42,814
+3,009
+8% +$60.9K 0.28% 49
2024
Q4 		$801K Buy
39,805
+805
+2% +$16.3K 0.32% 48
2024
Q3 		$802K Buy
+39,000
New +$794K 0.29% 57

Other funds holding BSCS

TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

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

Legacy Wealth Management (Mississippi) reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1.6% in Q2 2026, selling an estimated $15.2K and leaving 45,795 shares worth $933K. The position accounts for 0.24% of the portfolio, ranked #52.

Legacy Wealth Management (Mississippi) first reported a position in BSCS in Q3 2024 and has held it in 8 quarters since. The position peaked at $970K in Q4 2025. 150 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 45,795 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $933K as of Q2 2026.
  • Legacy Wealth Management (Mississippi) sold 745 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $15.2K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.24% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #52 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Legacy Wealth Management (Mississippi)'s Invesco BulletShares 2028 Corporate Bond ETF position peaked at $970K in Q4 2025.
  • 150 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

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