LWPC
BSCY

Legacy Wealth Partners (Colorado)’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Legacy Wealth Partners (Colorado)’s Portfolio BSCY Stock Details BSCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$268K Sell
12,977
-3,327
-20% -$69K 0.06% 160
2026
Q1 		$337K Sell
16,304
-408
-2% -$8.56K 0.08% 130
2025
Q4 		$351K Buy
+16,712
New +$352K 0.09% 117

Other funds holding BSCY

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Legacy Wealth Partners (Colorado) reduced its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 20% in Q2 2026, selling an estimated $69K and leaving 12,977 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #160.

Legacy Wealth Partners (Colorado) first reported a position in BSCY in Q4 2025 and has held it in 3 quarters since. The position peaked at $351K in Q4 2025. 95 funds tracked by Wall St. Rank hold BSCY as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 12,977 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $268K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) sold 3,327 Invesco BulletShares 2034 Corporate Bond ETF shares in Q2 2026, an estimated $69K.
  • Invesco BulletShares 2034 Corporate Bond ETF made up 0.06% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #160 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Wealth Partners (Colorado)'s Invesco BulletShares 2034 Corporate Bond ETF position peaked at $351K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q2 2026.

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