LWPC
BSCZ

Legacy Wealth Partners (Colorado)’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Legacy Wealth Partners (Colorado)’s Portfolio BSCZ Stock Details BSCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$266K Sell
12,977
-3,308
-20% -$67.9K 0.06% 164
2026
Q1 		$334K Buy
16,285
+335
+2% +$6.96K 0.08% 136
2025
Q4 		$332K Buy
+15,950
New +$333K 0.09% 133

Other funds holding BSCZ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Legacy Wealth Partners (Colorado) reduced its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 20% in Q2 2026, selling an estimated $67.9K and leaving 12,977 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #164.

Legacy Wealth Partners (Colorado) first reported a position in BSCZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $334K in Q1 2026. 71 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 12,977 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $266K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) sold 3,308 Invesco BulletShares 2035 Corporate Bond ETF shares in Q2 2026, an estimated $67.9K.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 0.06% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #164 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Wealth Partners (Colorado)'s Invesco BulletShares 2035 Corporate Bond ETF position peaked at $334K in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

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