SPC
BSCO

Sigma Planning Corp’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Sigma Planning Corp’s Portfolio BSCO Stock Details BSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-42,326
Closed -$894K – 1272
2024
Q3 		$894K Buy
42,326
+292
+0.7% +$6.16K 0.03% 537
2024
Q2 		$885K Sell
42,034
-149,356
-78% -$3.14M 0.03% 513
2024
Q1 		$4.01M Buy
191,390
+120,423
+170% +$2.52M 0.13% 167
2023
Q4 		$1.48M Sell
70,967
-105,605
-60% -$2.19M 0.12% 189
2023
Q3 		$3.65M Buy
176,572
+5,838
+3% +$121K 0.14% 151
2023
Q2 		$3.51M Sell
170,734
-128,908
-43% -$2.66M 0.13% 162
2023
Q1 		$6.17M Buy
299,642
+8,814
+3% +$181K 0.21% 108
2022
Q4 		$5.96M Buy
290,828
+8,552
+3% +$175K 0.21% 105
2022
Q3 		$5.76M Buy
282,276
+9,666
+4% +$200K 0.22% 99
2022
Q2 		$5.65M Buy
272,610
+132,144
+94% +$2.76M 0.2% 115
2022
Q1 		$2.96M Buy
140,466
+615
+0.4% +$13.2K 0.09% 230
2021
Q4 		$3.05M Buy
139,851
+11,129
+9% +$244K 0.09% 240
2021
Q3 		$2.85M Buy
128,722
+5,265
+4% +$117K 0.09% 248
2021
Q2 		$2.74M Buy
123,457
+14,194
+13% +$315K 0.08% 257
2021
Q1 		$2.42M Buy
109,263
+4,567
+4% +$102K 0.08% 275
2020
Q4 		$2.34M Buy
104,696
+8,617
+9% +$192K 0.08% 255
2020
Q3 		$2.13M Buy
96,079
+2,145
+2% +$47.7K 0.08% 231
2020
Q2 		$2.07M Buy
93,934
+28,246
+43% +$611K 0.09% 232
2020
Q1 		$1.36M Buy
65,688
+2,237
+4% +$47.5K 0.08% 259
2019
Q4 		$1.36M Buy
+63,451
New +$1.36M 0.06% 332

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sigma Planning Corp's BSCO Position: Q4 2024 in Review

Sigma Planning Corp sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 42,326 shares — an estimated $894K sold.

Sigma Planning Corp first reported a position in BSCO in Q4 2019 and held it in 20 quarters. The position peaked at $6.17M in Q1 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Sigma Planning Corp reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 42,326 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $894K.
  • Sigma Planning Corp first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2019 and held it in 20 quarters.
  • Sigma Planning Corp's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $6.17M in Q1 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Sigma Planning Corp's 13F filing for Q4 2024, filed 3 Feb 2025.