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 Q2	$355K	Sell	18,094 -946	-5%	-$18.6K	0.02%	165
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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Sigma Investment Counselors's BSCR Position: Q2 2026 in Review

Sigma Investment Counselors reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 5% in Q2 2026, selling an estimated $18.6K and leaving 18,094 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #165.

Sigma Investment Counselors first reported a position in BSCR in Q4 2023 and has held it in 11 quarters since. The position peaked at $520K in Q4 2023. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Sigma Investment Counselors held 18,094 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $355K as of Q2 2026.
Sigma Investment Counselors sold 946 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $18.6K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.02% of Sigma Investment Counselors's portfolio in Q2 2026, its #165 holding.
Sigma Investment Counselors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Sigma Investment Counselors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $520K in Q4 2023.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.