SIC
BSCV icon

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
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 $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return