SPC
BSCE

Sigma Planning Corp’s Invesco BulletShares 2023 USD Emerging Markets Debt ETF BSCE Stock Holding History

Sigma Planning Corp’s Portfolio BSCE Stock Details BSCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-38,529
Closed -$896K – 1378
2022
Q4 		$896K Sell
38,529
-50
-0.1% -$1.16K 0.03% 532
2022
Q3 		$892K Buy
38,579
+704
+2% +$16.4K 0.03% 499
2022
Q2 		$879K Buy
37,875
+1,233
+3% +$28.8K 0.03% 519
2022
Q1 		$864K Buy
36,642
+178
+0.5% +$4.42K 0.03% 601
2021
Q4 		$943K Buy
36,464
+2,278
+7% +$59.1K 0.03% 569
2021
Q3 		$893K Buy
34,186
+964
+3% +$25.3K 0.03% 585
2021
Q2 		$870K Buy
33,222
+8,633
+35% +$226K 0.03% 608
2021
Q1 		$644K Buy
24,589
+919
+4% +$24.2K 0.02% 671
2020
Q4 		$625K Buy
23,670
+1,225
+5% +$32.2K 0.02% 610
2020
Q3 		$583K Buy
22,445
+350
+2% +$9.11K 0.02% 557
2020
Q2 		$568K Buy
22,095
+2,876
+15% +$73K 0.02% 551
2020
Q1 		$467K Buy
19,219
+1,049
+6% +$27.1K 0.03% 499
2019
Q4 		$475K Buy
18,170
+1,515
+9% +$39.8K 0.02% 615
2019
Q3 		$437K Buy
+16,655
New +$435K 0.02% 624

Other funds holding BSCE

AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
NSG
Nalls Sherbakoff Group Knoxville, Tennessee $139M AUM 21.16% 1-Year Est. Return

Sigma Planning Corp's BSCE Position: Q1 2023 in Review

Sigma Planning Corp sold out of Invesco BulletShares 2023 USD Emerging Markets Debt ETF (BSCE) in Q1 2023, closing a stake of 38,529 shares — an estimated $896K sold.

Sigma Planning Corp first reported a position in BSCE in Q3 2019 and held it in 14 quarters. The position peaked at $943K in Q4 2021. 4 funds tracked by Wall St. Rank hold BSCE as of Q1 2023.

  • Sigma Planning Corp reported no remaining Invesco BulletShares 2023 USD Emerging Markets Debt ETF position as of Q1 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 38,529 Invesco BulletShares 2023 USD Emerging Markets Debt ETF shares in Q1 2023, an estimated $896K.
  • Sigma Planning Corp first reported a position in Invesco BulletShares 2023 USD Emerging Markets Debt ETF in Q3 2019 and held it in 14 quarters.
  • Sigma Planning Corp's Invesco BulletShares 2023 USD Emerging Markets Debt ETF position peaked at $943K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2023 USD Emerging Markets Debt ETF as of Q1 2023.

Based on Sigma Planning Corp's 13F filing for Q1 2023, filed 8 May 2023.