SPC
BSCM

Sigma Planning Corp’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Sigma Planning Corp’s Portfolio BSCM Stock Details BSCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-386,373
Closed -$8.18M – 1364
2022
Q3 		$8.18M Sell
386,373
-4,194
-1% -$88.9K 0.31% 61
2022
Q2 		$8.28M Buy
390,567
+242,433
+164% +$5.14M 0.29% 67
2022
Q1 		$3.15M Buy
148,134
+315
+0.2% +$6.71K 0.09% 214
2021
Q4 		$3.16M Buy
147,819
+11,212
+8% +$241K 0.09% 229
2021
Q3 		$2.94M Buy
136,607
+5,127
+4% +$111K 0.09% 244
2021
Q2 		$2.84M Buy
131,480
+15,120
+13% +$327K 0.08% 251
2021
Q1 		$2.52M Buy
116,360
+4,042
+4% +$87.7K 0.08% 266
2020
Q4 		$2.44M Buy
112,318
+11,362
+11% +$248K 0.08% 246
2020
Q3 		$2.21M Buy
100,956
+2,360
+2% +$51.6K 0.09% 229
2020
Q2 		$2.15M Buy
98,596
+24,821
+34% +$537K 0.09% 223
2020
Q1 		$1.56M Buy
73,775
+3,861
+6% +$82.2K 0.09% 225
2019
Q4 		$1.5M Buy
69,914
+3,450
+5% +$74.1K 0.06% 310
2019
Q3 		$1.43M Buy
66,464
+1,819
+3% +$39K 0.07% 291
2019
Q2 		$1.38M Buy
64,645
+10,183
+19% +$216K 0.07% 278
2019
Q1 		$1.15M Buy
54,462
+1,062
+2% +$22.2K 0.07% 284
2018
Q4 		$1.1M Buy
53,400
+2,856
+6% +$58.7K 0.08% 244
2018
Q3 		$1.04M Buy
50,544
+2,562
+5% +$53K 0.06% 291
2018
Q2 		$991K Buy
47,982
+9,631
+25% +$199K 0.07% 284
2018
Q1 		$797K Buy
38,351
+3,249
+9% +$67.9K 0.06% 317
2017
Q4 		$743K Buy
+35,102
New +$748K 0.06% 326

Other funds holding BSCM

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sigma Planning Corp's BSCM Position: Q4 2022 in Review

Sigma Planning Corp sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 386,373 shares — an estimated $8.18M sold.

Sigma Planning Corp first reported a position in BSCM in Q4 2017 and held it in 20 quarters. The position peaked at $8.28M in Q2 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Sigma Planning Corp reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Sigma Planning Corp sold 386,373 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $8.18M.
  • Sigma Planning Corp first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2017 and held it in 20 quarters.
  • Sigma Planning Corp's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $8.28M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Sigma Planning Corp's 13F filing for Q4 2022, filed 24 Jan 2023.