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Sigma Investment Counselors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Sigma Investment Counselors’s Portfolio BSCU Stock Details BSCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$387K Sell
23,138
-1,290
-5% -$21.8K 0.02% 141
2025
Q4 		$413K Hold
24,428
– – 0.02% 148
2025
Q3 		$413K Hold
24,428
– – 0.02% 147
2025
Q2 		$410K Sell
24,428
-400
-2% -$6.63K 0.02% 150
2025
Q1 		$412K Buy
24,828
+500
+2% +$8.23K 0.03% 132
2024
Q4 		$398K Buy
24,328
+742
+3% +$12.3K 0.02% 143
2024
Q3 		$400K Buy
23,586
+1,525
+7% +$25.5K 0.02% 139
2024
Q2 		$359K Hold
22,061
– – 0.02% 143
2024
Q1 		$362K Buy
22,061
+1,080
+5% +$17.7K 0.02% 149
2023
Q4 		$349K Sell
20,981
-42,841
-67% -$680K 0.02% 155
2023
Q3 		$994K Buy
+63,822
New +$1.02M 0.08% 97

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return