SIC
BSCQ icon

Sigma Investment Counselors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Sigma Investment Counselors’s Portfolio BSCQ Stock Details BSCQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$391K Sell
20,040
-148
-0.7% -$2.9K 0.02% 140
2025
Q4 		$395K Buy
20,188
+1,090
+6% +$21.3K 0.02% 150
2025
Q3 		$374K Hold
19,098
– – 0.02% 155
2025
Q2 		$373K Sell
19,098
-378
-2% -$7.37K 0.02% 154
2025
Q1 		$379K Sell
19,476
-2,672
-12% -$52K 0.02% 139
2024
Q4 		$430K Buy
22,148
+718
+3% +$14K 0.03% 134
2024
Q3 		$419K Buy
21,430
+212
+1% +$4.12K 0.02% 134
2024
Q2 		$407K Sell
21,218
-8,224
-28% -$158K 0.03% 131
2024
Q1 		$566K Sell
29,442
-4,800
-14% -$92.3K 0.04% 121
2023
Q4 		$661K Buy
34,242
+19,733
+136% +$374K 0.05% 115
2023
Q3 		$273K Buy
14,509
+3,159
+28% +$59.7K 0.02% 163
2023
Q2 		$215K Hold
11,350
– – 0.02% 185
2023
Q1 		$217K Hold
11,350
– – 0.02% 183
2022
Q4 		$215K Buy
+11,350
New +$213K 0.02% 179

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return