SPC
BSCP

Sigma Planning Corp’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Sigma Planning Corp’s Portfolio BSCP Stock Details BSCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-83,903
Closed -$1.74M – 1306
2025
Q3 		$1.74M Sell
83,903
-2,504
-3% -$51.8K 0.05% 358
2025
Q2 		$1.79M Sell
86,407
-7,740
-8% -$160K 0.05% 330
2025
Q1 		$1.95M Sell
94,147
-2,335
-2% -$48.3K 0.06% 293
2024
Q4 		$1.99M Buy
96,482
+4,065
+4% +$83.9K 0.06% 284
2024
Q3 		$1.91M Sell
92,417
-3,410
-4% -$70.2K 0.06% 299
2024
Q2 		$1.96M Sell
95,827
-152,463
-61% -$3.12M 0.06% 299
2024
Q1 		$5.07M Buy
248,290
+152,803
+160% +$3.12M 0.16% 119
2023
Q4 		$1.95M Sell
95,487
-121,694
-56% -$2.46M 0.15% 139
2023
Q3 		$4.37M Buy
217,181
+5,372
+3% +$108K 0.16% 126
2023
Q2 		$4.26M Sell
211,809
-35,022
-14% -$709K 0.15% 128
2023
Q1 		$5.01M Buy
246,831
+25,383
+11% +$513K 0.17% 132
2022
Q4 		$4.46M Buy
221,448
+10,535
+5% +$211K 0.16% 138
2022
Q3 		$4.21M Buy
210,913
+6,353
+3% +$130K 0.16% 139
2022
Q2 		$4.18M Buy
204,560
+67,173
+49% +$1.38M 0.15% 146
2022
Q1 		$2.87M Buy
137,387
+659
+0.5% +$14.1K 0.09% 235
2021
Q4 		$2.99M Buy
136,728
+11,111
+9% +$244K 0.08% 246
2021
Q3 		$2.79M Buy
125,617
+5,041
+4% +$112K 0.08% 252
2021
Q2 		$2.69M Buy
120,576
+14,762
+14% +$329K 0.08% 262
2021
Q1 		$2.34M Buy
105,814
+4,730
+5% +$106K 0.07% 284
2020
Q4 		$2.29M Buy
+101,084
New +$2.27M 0.08% 259

Other funds holding BSCP

RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sigma Planning Corp's BSCP Position: Q4 2025 in Review

Sigma Planning Corp sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 83,903 shares — an estimated $1.74M sold.

Sigma Planning Corp first reported a position in BSCP in Q4 2020 and held it in 20 quarters. The position peaked at $5.07M in Q1 2024. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

  • Sigma Planning Corp reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 83,903 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $1.74M.
  • Sigma Planning Corp first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2020 and held it in 20 quarters.
  • Sigma Planning Corp's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $5.07M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.