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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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. 400 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.
400 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.