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Legacy Wealth Management (Mississippi)’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Legacy Wealth Management (Mississippi)’s Portfolio BSCV Stock Details BSCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1M Buy
61,145
+11,380
+23% +$187K 0.26% 49
2026
Q1 		$819K Buy
49,765
+27,560
+124% +$459K 0.23% 53
2025
Q4 		$371K Buy
+22,205
New +$371K 0.1% 75

Other funds holding BSCV

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 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
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

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

Legacy Wealth Management (Mississippi) increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 23% in Q2 2026, buying an estimated $187K and bringing the position to 61,145 shares worth $1M. The position accounts for 0.26% of the portfolio, ranked #49.

Legacy Wealth Management (Mississippi) first reported a position in BSCV in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 61,145 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $1M as of Q2 2026.
  • Legacy Wealth Management (Mississippi) bought 11,380 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $187K.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 0.26% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #49 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

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