Legacy Wealth Partners (Colorado)’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Legacy Wealth Partners (Colorado)’s Portfolio BSCS Stock Details BSCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$266K	Sell	13,039 -3,695	-22%	-$75.4K	0.06%	165
2026 Q1	$342K	Sell	16,734 -175	-1%	-$3.6K	0.09%	124
2025 Q4	$348K	Buy	+16,909	New	+$348K	0.09%	122

Other funds holding BSCS

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Legacy Wealth Partners (Colorado)'s BSCS Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 22% in Q2 2026, selling an estimated $75.4K and leaving 13,039 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #165.

Legacy Wealth Partners (Colorado) first reported a position in BSCS in Q4 2025 and has held it in 3 quarters since. The position peaked at $348K in Q4 2025. 400 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Legacy Wealth Partners (Colorado) held 13,039 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $266K as of Q2 2026.
Legacy Wealth Partners (Colorado) sold 3,695 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $75.4K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.06% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #165 holding.
Legacy Wealth Partners (Colorado) first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Legacy Wealth Partners (Colorado)'s Invesco BulletShares 2028 Corporate Bond ETF position peaked at $348K in Q4 2025.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.