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Legacy Wealth Management (Mississippi)’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Legacy Wealth Management (Mississippi)’s Portfolio BSCW Stock Details BSCW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$516K Buy
25,150
+10,840
+76% +$223K 0.13% 74
2026
Q1 		$295K Buy
14,310
+25
+0.2% +$521 0.08% 91
2025
Q4 		$298K Buy
+14,285
New +$299K 0.08% 84

Other funds holding BSCW

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
SFG
Strategic Financial Group Grand Haven, Michigan $104M AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
IWC
Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Legacy Wealth Management (Mississippi) increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 76% in Q2 2026, buying an estimated $223K and bringing the position to 25,150 shares worth $516K. The position accounts for 0.13% of the portfolio, ranked #74.

Legacy Wealth Management (Mississippi) first reported a position in BSCW in Q4 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold BSCW as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 25,150 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $516K as of Q2 2026.
  • Legacy Wealth Management (Mississippi) bought 10,840 Invesco BulletShares 2032 Corporate Bond ETF shares in Q2 2026, an estimated $223K.
  • Invesco BulletShares 2032 Corporate Bond ETF made up 0.13% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #74 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q2 2026.

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