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Sigma Investment Counselors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Sigma Investment Counselors’s Portfolio BSCR Stock Details BSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$374K Hold
19,040
– – 0.02% 147
2025
Q4 		$376K Sell
19,040
-1,576
-8% -$31.1K 0.02% 152
2025
Q3 		$406K Sell
20,616
-377
-2% -$7.42K 0.02% 150
2025
Q2 		$413K Hold
20,993
– – 0.02% 149
2025
Q1 		$411K Buy
20,993
+2,495
+13% +$48.7K 0.03% 133
2024
Q4 		$360K Sell
18,498
-1,532
-8% -$29.9K 0.02% 149
2024
Q3 		$395K Buy
20,030
+2,372
+13% +$46.4K 0.02% 141
2024
Q2 		$339K Sell
17,658
-7,379
-29% -$142K 0.02% 148
2024
Q1 		$483K Sell
25,037
-1,700
-6% -$32.8K 0.03% 126
2023
Q4 		$520K Buy
+26,737
New +$507K 0.04% 123

Other funds holding BSCR

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