Sigma Investment Counselors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$297K	Sell	15,967 -606	-4%	-$11.3K	0.01%	179
2026 Q1	$309K	Hold	16,573	–	–	0.02%	161
2025 Q4	$312K	Hold	16,573	–	–	0.02%	164
2025 Q3	$312K	Hold	16,573	–	–	0.02%	164
2025 Q2	$310K	Hold	16,573	–	–	0.02%	164
2025 Q1	$307K	Hold	16,573	–	–	0.02%	156
2024 Q4	$304K	Sell	16,573 -2,913	-15%	-$53.9K	0.02%	164
2024 Q3	$367K	Buy	19,486 +5,259	+37%	+$97.8K	0.02%	146
2024 Q2	$258K	Hold	14,227	–	–	0.02%	169
2024 Q1	$260K	Sell	14,227 -780	-5%	-$14.3K	0.02%	173
2023 Q4	$278K	Sell	15,007 -55,896	-79%	-$995K	0.02%	166
2023 Q3	$1.24M	Buy	+70,903	New	+$1.26M	0.09%	94

Other funds holding BSCT

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

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

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

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

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Sigma Investment Counselors reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 3.7% in Q2 2026, selling an estimated $11.3K and leaving 15,967 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #179.

Sigma Investment Counselors first reported a position in BSCT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.24M in Q3 2023. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Sigma Investment Counselors held 15,967 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $297K as of Q2 2026.
Sigma Investment Counselors sold 606 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $11.3K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.01% of Sigma Investment Counselors's portfolio in Q2 2026, its #179 holding.
Sigma Investment Counselors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Sigma Investment Counselors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $1.24M in Q3 2023.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

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