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Legacy Wealth Management (Mississippi)’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Legacy Wealth Management (Mississippi)’s Portfolio BSCU Stock Details BSCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$696K Buy
41,793
+7,421
+22% +$124K 0.18% 67
2026
Q1 		$575K Buy
34,372
+15,340
+81% +$259K 0.16% 67
2025
Q4 		$322K Buy
19,032
+3,867
+25% +$65.5K 0.09% 81
2025
Q3 		$256K Buy
15,165
+493
+3% +$8.3K 0.08% 81
2025
Q2 		$246K Buy
+14,672
New +$243K 0.07% 83

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

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

Legacy Wealth Management (Mississippi) increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 22% in Q2 2026, buying an estimated $124K and bringing the position to 41,793 shares worth $696K. The position accounts for 0.18% of the portfolio, ranked #67.

Legacy Wealth Management (Mississippi) first reported a position in BSCU in Q2 2025 and has held it in 5 quarters since. 311 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 41,793 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $696K as of Q2 2026.
  • Legacy Wealth Management (Mississippi) bought 7,421 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $124K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.18% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #67 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 311 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

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