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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
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
Morgan Stanley New York $1.66T AUM 25.57% 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
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 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
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return