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

Legacy Wealth Partners (Colorado)’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 		$264K Sell
16,131
-4,021
-20% -$66.1K 0.06% 168
2026
Q1 		$332K Sell
20,152
-267
-1% -$4.45K 0.08% 138
2025
Q4 		$341K Buy
+20,419
New +$341K 0.09% 129

Other funds holding BSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Legacy Wealth Partners (Colorado) reduced its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 20% in Q2 2026, selling an estimated $66.1K and leaving 16,131 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #168.

Legacy Wealth Partners (Colorado) first reported a position in BSCV in Q4 2025 and has held it in 3 quarters since. The position peaked at $341K in Q4 2025. 220 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 16,131 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $264K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) sold 4,021 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $66.1K.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 0.06% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #168 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Wealth Partners (Colorado)'s Invesco BulletShares 2031 Corporate Bond ETF position peaked at $341K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

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