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Legacy Wealth Partners (Colorado)’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Legacy Wealth Partners (Colorado)’s Portfolio BSCX Stock Details BSCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$264K Sell
12,530
-3,048
-20% -$64.4K 0.06% 169
2026
Q1 		$329K Sell
15,578
-686
-4% -$14.7K 0.08% 139
2025
Q4 		$349K Buy
+16,264
New +$350K 0.09% 120

Other funds holding BSCX

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Legacy Wealth Partners (Colorado) reduced its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 20% in Q2 2026, selling an estimated $64.4K and leaving 12,530 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #169.

Legacy Wealth Partners (Colorado) first reported a position in BSCX in Q4 2025 and has held it in 3 quarters since. The position peaked at $349K in Q4 2025. 128 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 12,530 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $264K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) sold 3,048 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $64.4K.
  • Invesco BulletShares 2033 Corporate Bond ETF made up 0.06% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #169 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Wealth Partners (Colorado)'s Invesco BulletShares 2033 Corporate Bond ETF position peaked at $349K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

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