SIC
BSCO

Sigma Investment Counselors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Sigma Investment Counselors’s Portfolio BSCO Stock Details BSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,622
Closed -$288K – 208
2024
Q3 		$288K Sell
13,622
-965
-7% -$20.4K 0.02% 164
2024
Q2 		$307K Buy
14,587
+171
+1% +$3.6K 0.02% 157
2024
Q1 		$302K Sell
14,416
-3,580
-20% -$74.9K 0.02% 161
2023
Q4 		$376K Buy
+17,996
New +$374K 0.03% 146

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sigma Investment Counselors's BSCO Position: Q4 2024 in Review

Sigma Investment Counselors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 13,622 shares — an estimated $288K sold.

Sigma Investment Counselors first reported a position in BSCO in Q4 2023 and held it in 4 quarters. The position peaked at $376K in Q4 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Sigma Investment Counselors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Sigma Investment Counselors sold 13,622 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $288K.
  • Sigma Investment Counselors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Sigma Investment Counselors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $376K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Sigma Investment Counselors's 13F filing for Q4 2024, filed 4 Feb 2025.