Legacy Wealth Management (Mississippi)’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.84M	Sell	98,956 -3,050	-3%	-$56.8K	0.47%	30
2026 Q1	$1.9M	Buy	102,006 +4,225	+4%	+$79.5K	0.54%	35
2025 Q4	$1.84M	Buy	97,781 +23,920	+32%	+$451K	0.49%	35
2025 Q3	$1.39M	Sell	73,861 -36,058	-33%	-$676K	0.42%	40
2025 Q2	$2.06M	Sell	109,919 -33,956	-24%	-$629K	0.63%	34
2025 Q1	$2.67M	Sell	143,875 -200	-0.1%	-$3.68K	0.87%	33
2024 Q4	$2.64M	Buy	+144,075	New	+$2.67M	1.05%	27

Other funds holding BSCT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Legacy Wealth Management (Mississippi) reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 3% in Q2 2026, selling an estimated $56.8K and leaving 98,956 shares worth $1.84M. The position accounts for 0.47% of the portfolio, ranked #30.

Legacy Wealth Management (Mississippi) first reported a position in BSCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.67M in Q1 2025. 352 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Legacy Wealth Management (Mississippi) held 98,956 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.84M as of Q2 2026.
Legacy Wealth Management (Mississippi) sold 3,050 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $56.8K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.47% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #30 holding.
Legacy Wealth Management (Mississippi) first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Legacy Wealth Management (Mississippi)'s Invesco BulletShares 2029 Corporate Bond ETF position peaked at $2.67M in Q1 2025.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

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