Sigma Investment Counselors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Sigma Investment Counselors’s Portfolio BSCS Stock Details BSCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$323K	Sell	15,859 -601	-4%	-$12.3K	0.02%	172
2026 Q1	$336K	Sell	16,460 -1,045	-6%	-$21.5K	0.02%	155
2025 Q4	$361K	Buy	17,505 +2,375	+16%	+$48.9K	0.02%	154
2025 Q3	$311K	Sell	15,130 -364	-2%	-$7.47K	0.02%	165
2025 Q2	$317K	Sell	15,494 -905	-6%	-$18.4K	0.02%	161
2025 Q1	$334K	Sell	16,399 -3,101	-16%	-$62.8K	0.02%	151
2024 Q4	$393K	Sell	19,500 -1,507	-7%	-$30.6K	0.02%	145
2024 Q3	$432K	Buy	21,007 +2,747	+15%	+$55.9K	0.03%	131
2024 Q2	$364K	Sell	18,260 -3,170	-15%	-$63.1K	0.02%	142
2024 Q1	$430K	Sell	21,430 -1,550	-7%	-$31.1K	0.03%	136
2023 Q4	$466K	Buy	22,980 +12,122	+112%	+$238K	0.03%	128
2023 Q3	$210K	Buy	+10,858	New	+$213K	0.02%	186

Other funds holding BSCS

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

Sigma Investment Counselors reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 3.7% in Q2 2026, selling an estimated $12.3K and leaving 15,859 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #172.

Sigma Investment Counselors first reported a position in BSCS in Q3 2023 and has held it in 12 quarters since. The position peaked at $466K in Q4 2023. 400 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Sigma Investment Counselors held 15,859 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $323K as of Q2 2026.
Sigma Investment Counselors sold 601 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $12.3K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.02% of Sigma Investment Counselors's portfolio in Q2 2026, its #172 holding.
Sigma Investment Counselors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Sigma Investment Counselors's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $466K in Q4 2023.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

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