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 Q2	$375K	Sell	22,537 -601	-3%	-$10K	0.02%	157
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 New York $1.89T AUM 35.08% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

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

Sigma Investment Counselors reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 2.6% in Q2 2026, selling an estimated $10K and leaving 22,537 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #157.

Sigma Investment Counselors first reported a position in BSCU in Q3 2023 and has held it in 12 quarters since. The position peaked at $994K in Q3 2023. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Sigma Investment Counselors held 22,537 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $375K as of Q2 2026.
Sigma Investment Counselors sold 601 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $10K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.02% of Sigma Investment Counselors's portfolio in Q2 2026, its #157 holding.
Sigma Investment Counselors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Sigma Investment Counselors's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $994K in Q3 2023.
309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

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