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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

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 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
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 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. 126 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.
  • 126 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.