Sigma Investment Counselors’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$286K	Sell	17,427 -610	-3%	-$10K	0.01%	181
2026 Q1	$297K	Hold	18,037	–	–	0.02%	165
2025 Q4	$301K	Hold	18,037	–	–	0.02%	168
2025 Q3	$301K	Hold	18,037	–	–	0.02%	169
2025 Q2	$298K	Hold	18,037	–	–	0.02%	166
2025 Q1	$294K	Buy	18,037 +500	+3%	+$8.09K	0.02%	160
2024 Q4	$281K	Sell	17,537 -529	-3%	-$8.62K	0.02%	171
2024 Q3	$301K	Buy	18,066 +1,118	+7%	+$18.4K	0.02%	161
2024 Q2	$270K	Hold	16,948	–	–	0.02%	167
2024 Q1	$273K	Buy	16,948 +1,525	+10%	+$24.6K	0.02%	170
2023 Q4	$253K	Sell	15,423 -22,855	-60%	-$355K	0.02%	172
2023 Q3	$584K	Buy	+38,278	New	+$601K	0.04%	117

Other funds holding BSCV

ACA

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

Morgan Stanley New York $1.89T AUM 35.08% 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

AUB

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

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

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

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

Sigma Investment Counselors reduced its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 3.4% in Q2 2026, selling an estimated $10K and leaving 17,427 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #181.

Sigma Investment Counselors first reported a position in BSCV in Q3 2023 and has held it in 12 quarters since. The position peaked at $584K in Q3 2023. 221 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

Sigma Investment Counselors held 17,427 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $286K as of Q2 2026.
Sigma Investment Counselors sold 610 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $10K.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.01% of Sigma Investment Counselors's portfolio in Q2 2026, its #181 holding.
Sigma Investment Counselors first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Sigma Investment Counselors's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $584K in Q3 2023.
221 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

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